Assets by plan
Share of aggregate retirement assets
73%top
Sponsor portfolio
KATHERINE BAO-SHIAN LEE, M.D., A PROFESSIONAL CORPORATION
EIN 46-0872070Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
22
24431 CALLE DE LA LOUISA, SUITE 200 - LAGUNA HILLS, CA 92653949-266-0216
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 22 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
KATHERINE BAO-SHIAN LEE, M.D. APC 401(K) PLAN
401k
Assets$892K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KATHERINE BAO-SHIAN LEE, M.D., APC CASH BALANCE PLAN
CashBalance
Assets$337K
Participants10
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 | KATHERINE BAO-SHIAN LEE, M.D. APC 401(K) PLAN | 401k | $892K | 12 | 2025 | |
| 002 | KATHERINE BAO-SHIAN LEE, M.D., APC CASH BALANCE PLAN | CashBalance | $337K | 10 | 2025 |
Retirement plans