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Sponsor portfolio

LEE CPA AUDIT GROUP

EIN 81-4637885-accounting-Latest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
31
10301 PLACER LANE - SACRAMENTO, CA 95827916-347-7855leecpagroup.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filings
#001401k-$718K - 17 part#002CashBalance-$331K - 14 part

Retirement portfolio analytics

2 plans aggregated / $1.0M assets / 31 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • AUDIT GROUP 401(K) (#001)68%
  • CASH BALANCE PLAN (#002)32%
Total $1.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AUDIT GROUP 401(K) (#001)17
  • CASH BALANCE PLAN (#002)14
Total 31Click 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

LEE CPA AUDIT GROUP 401(K) PLAN

401k

Assets$718K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LEE CPA AUDIT GROUP CASH BALANCE PLAN

CashBalance

Assets$331K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LEE CPA AUDIT GROUP 401(K) PLAN401k$718K172024
002LEE CPA AUDIT GROUP CASH BALANCE PLANCashBalance$331K142024
Retirement plans
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