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Sponsor portfolio

STEVEN C. LEE, PLLC

EIN 81-2785633-law practice-Latest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
8
603 WEST 17TH STREET - AUSTIN, TX 78701512-236-1300attorneystevelee.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filings
#001CashBalance-$2.2M - 3 part#002401k-$422K - 5 part

Retirement portfolio analytics

2 plans aggregated / $2.6M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • CASH BALANCE PLAN (#001)84%
  • LEE, PLLC 401(K) (#002)16%
Total $2.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LEE, PLLC 401(K) (#002)5
  • CASH BALANCE PLAN (#001)3
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STEVEN LEE, PLLC CASH BALANCE PLAN

CashBalance

Assets$2.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

STEVEN LEE, PLLC 401(K) PLAN

401k

Assets$422K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STEVEN LEE, PLLC CASH BALANCE PLANCashBalance$2.2M32024
002STEVEN LEE, PLLC 401(K) PLAN401k$422K52024
Retirement plans
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