Assets by plan
Share of aggregate retirement assets
52%top
Sponsor portfolio
DONG S. LEE DMD, LLC
EIN 27-2439740Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$6.1M assets
Welfare
1
Participants
16
25 CROSSROADS DRIVE, SUITE 147 - OWINGS MILLS, MD 21117410-363-7090
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $6.1M assets / 11 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
DONG S. LEE DMD, LLC CASH BALANCE PLAN
CashBalance
Assets$3.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DONG S. LEE DMD, LLC 401(K) PLAN
401k
Assets$2.9M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
DONG S. LEE DMD, LLC CASH BALANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DONG S. LEE DMD, LLC CASH BALANCE PLAN | CashBalance | $3.2M | 5 | 2025 | |
| 001 | DONG S. LEE DMD, LLC 401(K) PLAN | 401k | $2.9M | 6 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | DONG S. LEE DMD, LLC CASH BALANCE PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans