Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
CHARLES K. LEE, MD, INC.
EIN 20-8895383medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
15
1545 PINE STREET, SUITE 101 - SAN FRANCISCO, CA 94109415-933-8330LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 15 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
CHARLES K. LEE, MD, INC. DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$2.6M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CHARLES K. LEE, MD, INC. RETIREMENT PLAN
401k
Assets$2.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CHARLES K. LEE, MD, INC. DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $2.6M | 6 | 2024 | |
| 001 | CHARLES K. LEE, MD, INC. RETIREMENT PLAN | 401k | $2.2M | 9 | 2024 |
Retirement plans