Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT C. LEE, D.D.S., M.S., INC.
EIN 45-3277845medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
20
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 20 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
ROBERT C. LEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROBERT C. LEE, D.D.S., M.S., INC. CASH BALANCE PLAN
CashBalance
Assets$524K
Participants9
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 | ROBERT C. LEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN | 401k | $2.1M | 11 | 2025 | |
| 002 | ROBERT C. LEE, D.D.S., M.S., INC. CASH BALANCE PLAN | CashBalance | $524K | 9 | 2025 |
Retirement plans