Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
DRS. LEE, BONFIGLIO, VESELY AND ASSOCIATES, P.A.
EIN 52-2101049health, wellness and fitnessLatest filing 2024
Plans
2
Retirement
2
$10.5M assets
Welfare
0
Participants
47
1606 FOREST DR - ANNAPOLIS, MD 21403410-269-8449myannapolisdentist.comLinkedIn11-50 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.5M assets / 47 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
DRS. LEE, BONFIGLIO, VESELY AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$8.1M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DRS. LEE, BONFIGLIO, VESELY AND ASSOCIATES, P.A. CASH BALANCE PLAN
CashBalance
Assets$2.4M
Participants18
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 | DRS. LEE, BONFIGLIO, VESELY AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $8.1M | 29 | 2024 | |
| 002 | DRS. LEE, BONFIGLIO, VESELY AND ASSOCIATES, P.A. CASH BALANCE PLAN | CashBalance | $2.4M | 18 | 2024 |
Retirement plans