Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SUSANA & SANG LEE DMD, PLLC
EIN 81-1215737Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
3
$680K assets
Welfare
0
Participants
11
416 NE 87TH AVE, STE 3 - VANCOUVER, WA 98664360-891-3020
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $680K assets / 11 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#003
SUSANA & SANG LEE DMD, PLLC CASH BALANCE PLAN
CashBalance
Assets$552K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SUSANA & SANG LEE DMD, PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$75K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LEE FAMILY DENTAL 401K PLAN
401k
Assets$53K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SUSANA & SANG LEE DMD, PLLC CASH BALANCE PLAN | CashBalance | $552K | 4 | 2025 | |
| 002 | SUSANA & SANG LEE DMD, PLLC 401(K) PROFIT SHARING PLAN | 401k | $75K | 4 | 2025 | |
| 001 | LEE FAMILY DENTAL 401K PLAN | 401k | $53K | 3 | 2024 |
Retirement plans