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Sponsor portfolio

BRYAN X. LEE, M.D., A PROF. MED. CORP.

EIN 27-3641152-medical practice-Latest filing 2025
Plans
2
Retirement
2
$8.1M assets
Welfare
0
Participants
24
P.O. BOX 675 - WALNUT, CA 91789909-210-5510LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001TraditionalDB-$5.7M - 7 part#002401k-$2.4M - 17 part

Retirement portfolio analytics

2 plans aggregated / $8.1M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • DEFINED BENEFIT PENSION (#001)70%
  • CORP. 401K PLAN (#002)30%
Total $8.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORP. 401K PLAN (#002)17
  • DEFINED BENEFIT PENSION (#001)7
Total 24Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BRYAN X. LEE, M.D., A PROF. MED. CORP. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$5.7M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BRYAN X. LEE, M.D., A PROF. MED. CORP. 401K PLAN

401k

Assets$2.4M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BRYAN X. LEE, M.D., A PROF. MED. CORP. DEFINED BENEFIT PENSION PLANTraditionalDB$5.7M72025
002BRYAN X. LEE, M.D., A PROF. MED. CORP. 401K PLAN401k$2.4M172025
Retirement plans
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