Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PETER LEE, D.D.S., M.S. & DOROTHY PANG, D.D.S., M.S., INC.
EIN 26-2487360Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
34
801 TARAVAL ST - SAN FRANCISCO, CA 941162428415-681-8500
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.9M assets / 34 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
PETER C. F. LEE, D.D.S. & DOROTHY T. PANG, D.D.S. 401(A)(4) PROFIT SHARING PLAN
ProfitSharing
Assets$4.6M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PETER LEE, DDS, MS & DOROTHY PANG, DDS, MS, INC. CASH BALANCE PLAN
CashBalance
Assets$2.3M
Participants16
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 | PETER C. F. LEE, D.D.S. & DOROTHY T. PANG, D.D.S. 401(A)(4) PROFIT SHARING PLAN | ProfitSharing | $4.6M | 18 | 2024 | |
| 003 | PETER LEE, DDS, MS & DOROTHY PANG, DDS, MS, INC. CASH BALANCE PLAN | CashBalance | $2.3M | 16 | 2024 |
Retirement plans