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Sponsor portfolio

KIM & LEE, LLP

EIN 20-8786289-accounting-Latest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
32
2207 W. 190TH STREET - TORRANCE, CA 90504213-387-6000kimleecpas.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filings
#002401k-$1.7M - 19 part#003CashBalance-$662K - 13 part

Retirement portfolio analytics

2 plans aggregated / $2.4M assets / 32 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • LEE, LLP 401(K) (#002)72%
  • CASH BALANCE PLAN (#003)28%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LEE, LLP 401(K) (#002)19
  • CASH BALANCE PLAN (#003)13
Total 32Click 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

KIM & LEE, LLP 401(K) PLAN

401k

Assets$1.7M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

KIM & LEE, LLP CASH BALANCE PLAN

CashBalance

Assets$662K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KIM & LEE, LLP 401(K) PLAN401k$1.7M192024
003KIM & LEE, LLP CASH BALANCE PLANCashBalance$662K132024
Retirement plans
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