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  2. Bauerle, Lee & Associates

Filings through Oct 24, 2026.

Sponsor portfolio

Bauerle, Lee & Associates

EIN 77-0385030-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$9.7M assets
Welfare
0
Participants
7
20 S SANTA CRUZ AVE STE 210 - LOS GATOS, CA 950306827408-399-4680
Plans on this EIN
1 filing
#001401(k)-$9.7M - 7 part

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Retirement#001

BAUERLE, LEE & ASSOC. 401K PROFIT SHARING PLAN

401(k)

Assets$9.7M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BAUERLE, LEE & ASSOC. 401K PROFIT SHARING PLAN401(k)$9.7M72025
Retirement plans
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