Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Lee MD Inc
EIN 47-1144940marketing and advertisingLatest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
21
2121 E. COAST HWY, SUITE 110 - CORONA DEL MAR, CA 92625949-629-4263harryleemedia.comLinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 21 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
LEE MD, INC. CASH BALANCE PLAN
Cash balance
Assets$603K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LEE MD, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$421K
Participants11
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 | LEE MD, INC. CASH BALANCE PLAN | Cash balance | $603K | 10 | 2025 | |
| 001 | LEE MD, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $421K | 11 | 2025 |
Retirement plans