Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHRISTINE LEE, DMD, LLC
EIN 82-1972430Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$469K assets
Welfare
0
Participants
27
52 BEACH ROAD - SUITE 203 - FAIRFIELD, CT 06824203-259-7073
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $469K assets / 27 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
CHRISTINE LEE, DMD, LLC EMPLOYEES 401(K) PLAN
401k
Assets$303K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHRISTINE LEE, DMD LLC CASH BALANCE PLAN
CashBalance
Assets$166K
Participants11
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 | CHRISTINE LEE, DMD, LLC EMPLOYEES 401(K) PLAN | 401k | $303K | 16 | 2024 | |
| 002 | CHRISTINE LEE, DMD LLC CASH BALANCE PLAN | CashBalance | $166K | 11 | 2024 |
Retirement plans