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  2. CHANG W. LEE MD, PC
Sponsor portfolio

CHANG W. LEE MD, PC

EIN 22-3481824-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
14
464 HUDSON TERRACE, STE 100 - ENGLEWOOD CLIFFS, NJ 07632201-541-6800
Plans on this EIN
2 filings
#002TraditionalDB-$1.2M - 6 part#001401k-$440K - 8 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • MD, PC PENSION (#002)74%
  • PC RETIREMENT PLAN (#001)26%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PC RETIREMENT PLAN (#001)8
  • MD, PC PENSION (#002)6
Total 14Click 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

CHANG W. LEE MD, PC PENSION PLAN

TraditionalDB

Assets$1.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CHANG W. LEE MD, PC RETIREMENT PLAN

401k

Assets$440K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CHANG W. LEE MD, PC PENSION PLANTraditionalDB$1.2M62024
001CHANG W. LEE MD, PC RETIREMENT PLAN401k$440K82024
Retirement plans
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