Sponsor portfolio
TAO & LEE ASSOCIATES, INC.
EIN 43-1719820architecture & planningLatest filing 2025
Plans
1
Retirement
1
$761K assets
Welfare
0
Participants
6
3115 S. GRAND, SUITE 500 - ST. LOUIS, MO 63118314-446-0085taolee.comLinkedIn1-10 employeesarchitecture & planning
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TAO & LEE ASSOCIATES 401(K) PLAN & TRUST | 401k | $761K | 6 | 2025 |
Retirement plans