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  2. Alan Lee CPA Inc.

Filings through Oct 24, 2026.

Sponsor portfolio

Alan Lee CPA Inc.

EIN 33-2632287-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
6
851 BURLWAY RD, 301 - BURLINGAME, CA 94010415-713-6019
Plans on this EIN
1 filing
#001401(k)-$1.1M - 6 part

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Retirement#001

ALAN LEE CPA INC. RETIREMENT TRUST

401(k)

Assets$1.1M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALAN LEE CPA INC. RETIREMENT TRUST401(k)$1.1M62025
Retirement plans
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