Assets by plan
Share of aggregate retirement assets
90%top
Sponsor portfolio
DAVID LEE, D.D.S., P.A.
EIN 52-2065093Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.8M assets
Welfare
0
Participants
13
1111 UNIVERSITY BLVD., G-4 - SILVER SPRING, MD 20902410-461-6655
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.8M assets / 13 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
DAVID LEE, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$6.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAVID LEE, D.D.S., P.A. CASH BALANCE PENSION PLAN
CashBalance
Assets$707K
Participants4
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 | DAVID LEE, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $6.1M | 9 | 2025 | |
| 002 | DAVID LEE, D.D.S., P.A. CASH BALANCE PENSION PLAN | CashBalance | $707K | 4 | 2025 |
Retirement plans