Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LF LEE, DDS, INC. APEX FAMILY DENTAL
EIN 26-2146102Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$7.5M assets
Welfare
0
Participants
12
2797 EL CAMINO REAL - SANTA CLARA, CA 95051408-247-4871
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.5M assets / 12 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
APEX FAMILY DENTAL DEFINED BENEFIT PLAN
TraditionalDB
Assets$5.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
APEX FAMILY DENTAL 401(K) PLAN
401k
Assets$2.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | APEX FAMILY DENTAL DEFINED BENEFIT PLAN | TraditionalDB | $5.2M | 5 | 2024 | |
| 001 | APEX FAMILY DENTAL 401(K) PLAN | 401k | $2.3M | 7 | 2025 |
Retirement plans