Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOHN K. LEE, DDS
EIN 77-0172241Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
4
7501 N FRESNO ST SUITE 101 - FRESNO, CA 937201319559-439-9621
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 4 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
JOHN K. LEE, DDS PROFIT SHARING PLAN
ProfitSharing
Assets$979K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOHN K. LEE, DDS MONEY PURCHASE PLAN
MoneyPurchase
Assets$325K
Participants2
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 | JOHN K. LEE, DDS PROFIT SHARING PLAN | ProfitSharing | $979K | 2 | 2024 | |
| 002 | JOHN K. LEE, DDS MONEY PURCHASE PLAN | MoneyPurchase | $325K | 2 | 2024 |
Retirement plans