Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
DUNCAN DAVID LEE, PC
EIN 83-3706543Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$522K assets
Welfare
0
Participants
5
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $522K assets / 5 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
DUNCAN DAVID LEE, PC RETIREMENT PLAN
401k
Assets$303K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DUNCAN DAVID LEE, PC PENSION PLAN
CashBalance
Assets$219K
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 | DUNCAN DAVID LEE, PC RETIREMENT PLAN | 401k | $303K | 3 | 2025 | |
| 002 | DUNCAN DAVID LEE, PC PENSION PLAN | CashBalance | $219K | 2 | 2025 |
Retirement plans