Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
JOHN LEE MD LLC
EIN 82-2705344Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$2.5M assets
Welfare
1
Participants
40
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 31 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
JOHN LEE MD, LLC RETIREMENT PLAN
401k
Assets$1.5M
Participants22
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JOHN LEE MD LLC PENSION PLAN
TraditionalDB
Assets$1.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#002
JOHN LEE MD LLC PENSION PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JOHN LEE MD, LLC RETIREMENT PLAN | 401k | $1.5M | 22 | 2025 | |
| 002 | JOHN LEE MD LLC PENSION PLAN | TraditionalDB | $1.1M | 9 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | JOHN LEE MD LLC PENSION PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans