Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CLARA LEE, D.D.S., INC.
EIN 20-1501414health, wellness and fitnessLatest filing 2025
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
32
18124 CULVER DRIVE, SUITE E - IRVINE, CA 92612949-786-0800likemysmile.comLinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M assets / 32 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLARA LEE DDS, INC. 401(K) PLAN
401k
Assets$4.4M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CLARA LEE, D.D.S., INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.3M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLARA LEE DDS, INC. 401(K) PLAN | 401k | $4.4M | 17 | 2025 | |
| 002 | CLARA LEE, D.D.S., INC. CASH BALANCE PENSION PLAN | CashBalance | $1.3M | 15 | 2025 |
Retirement plans