Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NOMI LEE, D.D.S., INC.
EIN 27-2520346health, wellness and fitnessLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
21
701 HIGHLAND SPRINGS AVE., SUITE 11 - BEAUMONT, CA 92223951-845-4557drnomilee.comLinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 21 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
NOMI LEE, D.D.S., INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NOMI LEE, D.D.S., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$774K
Participants15
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 | NOMI LEE, D.D.S., INC. DEFINED BENEFIT PLAN | TraditionalDB | $1.4M | 6 | 2025 | |
| 002 | NOMI LEE, D.D.S., INC. 401(K) PROFIT SHARING PLAN | 401k | $774K | 15 | 2025 |
Retirement plans