Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES M. LEE, JR. MD, PA
EIN 26-3376808medical practiceLatest filing 2024
Plans
2
Retirement
2
$892K assets
Welfare
0
Participants
26
81 NORTHFIELD AVENUE, SUITE 304 - WEST ORANGE, NJ 07052973-493-2171jamesmleemd.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $892K assets / 26 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#001
JAMES M. LEE, JR. MD, PA RETIREMENT PLAN
TraditionalDB
Assets$628K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JAMES M. LEE, JR. MD, PA PROFIT SHARING PLAN
ProfitSharing
Assets$264K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JAMES M. LEE, JR. MD, PA RETIREMENT PLAN | TraditionalDB | $628K | 12 | 2024 | |
| 002 | JAMES M. LEE, JR. MD, PA PROFIT SHARING PLAN | ProfitSharing | $264K | 14 | 2024 |
Retirement plans