Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TRENT LEE, LLC
EIN 82-5147834Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$800K assets
Welfare
0
Participants
4
7548 MEZZANINE VIEW AVE. - LAS VEGAS, NV 89178702-505-2789
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $800K assets / 4 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
TRENT LEE, LLC CASH BALANCE PLAN
CashBalance
Assets$614K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TRENT LEE, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$186K
Participants2
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 | TRENT LEE, LLC CASH BALANCE PLAN | CashBalance | $614K | 2 | 2024 | |
| 002 | TRENT LEE, LLC 401(K) PROFIT SHARING PLAN | 401k | $186K | 2 | 2024 |
Retirement plans