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  2. JOHN K. LEE, M.D.
Sponsor portfolio

JOHN K. LEE, M.D.

EIN 20-5896567-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
18
400 N. EUCLID ST. - FULLERTON, CA 92832714-879-8700
Plans on this EIN
2 filings
#002CashBalance-$947K - 4 part#001401k-$792K - 14 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 18 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • , INC. PENSION (#002)54%
  • , INC. 401(K) (#001)46%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • , INC. 401(K) (#001)14
  • , INC. PENSION (#002)4
Total 18Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JOHN K. LEE, M. D. , INC. PENSION PLAN

CashBalance

Assets$947K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

JOHN K. LEE, M. D. , INC. 401(K) PLAN

401k

Assets$792K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JOHN K. LEE, M. D. , INC. PENSION PLANCashBalance$947K42025
001JOHN K. LEE, M. D. , INC. 401(K) PLAN401k$792K142025
Retirement plans
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