Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
KEUNG LEE, M.D.
EIN 26-1367906Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$7.6M assets
Welfare
0
Participants
7
757 VIEWMONT DRIVE - ASHEBORO, NC 27205336-823-2178
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.6M assets / 7 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
KEUNG LEE, M.D. 401(K) PLAN
401k
Assets$7.6M
Participants5
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Retirement#001
KEUNG LEE, M.D. DEFINED BENEFIT PLAN
CashBalance
Assets$1K
Participants2
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 | KEUNG LEE, M.D. 401(K) PLAN | 401k | $7.6M | 5 | 2025 | |
| 001 | KEUNG LEE, M.D. DEFINED BENEFIT PLAN | CashBalance | $1K | 2 | 2025 |
Retirement plans