Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MICHAEL LEE D.M.D. INC.
EIN 82-3096058medical practiceLatest filing 2025
Plans
2
Retirement
2
$312K assets
Welfare
0
Participants
15
508 W VALLEY BLVD, SUITE #2 - SAN GABRIEL, CA 91776626-988-6288LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $312K assets / 15 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
MICHAEL LEE D.M.D. 401(K) PLAN
401k
Assets$202K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MICHAEL LEE D.M.D., INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$109K
Participants7
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 | MICHAEL LEE D.M.D. 401(K) PLAN | 401k | $202K | 8 | 2025 | |
| 002 | MICHAEL LEE D.M.D., INC. DEFINED BENEFIT PLAN | TraditionalDB | $109K | 7 | 2024 |
Retirement plans