Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DO-EUN LEE, M.D., INC.
EIN 27-0190367Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$446K assets
Welfare
0
Participants
5
1735 JEFFERSON STREET - NAPA, CA 94559707-235-7166
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $446K assets / 5 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
DO EUN LEE, M.D., INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$332K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
DO EUN LEE, M.D., INC. 401(K) PLAN
401k
Assets$114K
Participants3
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 | DO EUN LEE, M.D., INC. CASH BALANCE PENSION PLAN | CashBalance | $332K | 2 | 2025 | |
| 001 | DO EUN LEE, M.D., INC. 401(K) PLAN | 401k | $114K | 3 | 2025 |
Retirement plans