Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHU MAY LEE MD INC
EIN 20-3205483Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
9
1800 SULLIVAN AVENUE SUITE 105 - DALY CITY, CA 94015650-755-2690
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 9 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#002
SHU MAY LEE MD INC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SHU MAY LEE MD INC 401K PLAN
401k
Assets$95K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SHU MAY LEE MD INC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.1M | 4 | 2024 | |
| 001 | SHU MAY LEE MD INC 401K PLAN | 401k | $95K | 5 | 2024 |
Retirement plans