Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
D.H. LEE D.M.D., PA DBA LOUISBURG FAMILY DENTISTRY
EIN 46-1497636Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$563K assets
Welfare
0
Participants
31
531 S BICKETT BLVD. - LOUISBURG, NC 27549919-495-3589
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $563K assets / 31 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
D.H. LEE D.M.D., PA DBA LOUISBURG FAMILY DENTISTRY CASH BALANCE PENSION PLAN
CashBalance
Assets$331K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
D.H. LEE D.M.D., PA DBA LOUISBURG FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN
401k
Assets$232K
Participants17
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 | D.H. LEE D.M.D., PA DBA LOUISBURG FAMILY DENTISTRY CASH BALANCE PENSION PLAN | CashBalance | $331K | 14 | 2024 | |
| 001 | D.H. LEE D.M.D., PA DBA LOUISBURG FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN | 401k | $232K | 17 | 2024 |
Retirement plans