Assets by plan
Share of aggregate retirement assets
69%top
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JUEI LEE, D.M.D., PLLC CASH BALANCE PLAN AND TRUST | CashBalance | $434K | 5 | 2025 | |
| 001 | JUEI LEE DMD PLLC | 401k | $194K | 5 | 2025 |