Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RICHARD LEE D.D.S., P.C.
EIN 27-0715371medical practiceLatest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
22
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 22 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
RICHARD LEE, D.D.S. , P. C. 401(K) PROFIT SHARING PLAN
401k
Assets$2.7M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RICHARD LEE D.D.S., P.C. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.6M
Participants9
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 | RICHARD LEE, D.D.S. , P. C. 401(K) PROFIT SHARING PLAN | 401k | $2.7M | 13 | 2025 | |
| 002 | RICHARD LEE D.D.S., P.C. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.6M | 9 | 2025 |
Retirement plans