Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JANET H. LEE, D.O., INC.
EIN 87-0754052medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
15
25550 HAWTHRONE BLVD., SUITE 116 - TORRANCE, CA 90505310-871-2752LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M 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#002
JANET H. LEE, D.O., INC. 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$834K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JANET H. LEE, D. O. , INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$784K
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 | |
|---|---|---|---|---|---|---|
| 002 | JANET H. LEE, D.O., INC. 401(K) PROFIT SHARING PLAN | ProfitSharing | $834K | 8 | 2024 | |
| 001 | JANET H. LEE, D. O. , INC. CASH BALANCE PENSION PLAN | CashBalance | $784K | 7 | 2024 |
Retirement plans