Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MASON Y. LEE, DDS, A PROFESSIONAL CORPORATION
EIN 30-0029285Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$8.5M assets
Welfare
0
Participants
12
750 LAS GALINAS AVE STE 207 - SAN RAFAEL, CA 949033432415-472-5040
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.5M assets / 12 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
MASON Y. LEE, DDS, A PROFESSIONAL CORP. 401(K) PROFIT SHARING PLAN
401k
Assets$5.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MASON Y. LEE, DDS, A PROFESSIONAL CORP. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.4M
Participants5
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 | MASON Y. LEE, DDS, A PROFESSIONAL CORP. 401(K) PROFIT SHARING PLAN | 401k | $5.1M | 7 | 2025 | |
| 002 | MASON Y. LEE, DDS, A PROFESSIONAL CORP. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.4M | 5 | 2025 |
Retirement plans