Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PAUL CHOONG HWAN LEE, M.D.
EIN 30-0225068Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$941K assets
Welfare
0
Participants
11
1010 S. BROOKHURST ROAD - FULLERTON, CA 92833714-539-3232
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $941K 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#001
PAUL CHOONG HWAN LEE, M.D. DEFINED BENEFIT PLAN
TraditionalDB
Assets$780K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PAUL CHOONG HWAN LEE, M.D. PROFIT SHARING PLAN
ProfitSharing
Assets$161K
Participants7
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 | PAUL CHOONG HWAN LEE, M.D. DEFINED BENEFIT PLAN | TraditionalDB | $780K | 4 | 2025 | |
| 002 | PAUL CHOONG HWAN LEE, M.D. PROFIT SHARING PLAN | ProfitSharing | $161K | 7 | 2025 |
Retirement plans