Assets by plan
Share of aggregate retirement assets
88%top
Sponsor portfolio
DARCIE LEE DMD, LLC
EIN 82-2480110medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
22
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 22 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
DARCIE LEE DMD, LLC & JASON H LEE, DMD, PC. 401(K) PLAN
401k
Assets$1.5M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DARCIE LEE DMD LLC CASH BALANCE PLAN
TraditionalDB
Assets$210K
Participants9
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 | DARCIE LEE DMD, LLC & JASON H LEE, DMD, PC. 401(K) PLAN | 401k | $1.5M | 13 | 2025 | |
| 002 | DARCIE LEE DMD LLC CASH BALANCE PLAN | TraditionalDB | $210K | 9 | 2025 |
Retirement plans