Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Sung Won Lee M.D. PC
EIN 45-2919254Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$449K assets
Welfare
0
Participants
6
91 BLACKURN RD - SUMMIT, NJ 07901201-941-2486
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $449K assets / 6 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#002
SUNG WON LEE, M.D., PC CASH BALANCE PLAN
Cash balance
Assets$355K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SUNG WON LEE 401(K) PROFIT SHARING PLAN
401(k)
Assets$94K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SUNG WON LEE, M.D., PC CASH BALANCE PLAN | Cash balance | $355K | 3 | 2025 | |
| 001 | SUNG WON LEE 401(K) PROFIT SHARING PLAN | 401(k) | $94K | 3 | 2025 |
Retirement plans