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Sponsor portfolio

PYO & LEE LLC

EIN 87-2916895-Accommodation and Food Services-Latest filing 2025
Plans
2
Retirement
2
$454K assets
Welfare
0
Participants
10
2413 MILO HAZEL LANE - ROUND ROCK, TX 78665516-737-7601
Plans on this EIN
2 filings
#002CashBalance-$313K - 5 part#001401k-$141K - 5 part

Retirement portfolio analytics

2 plans aggregated / $454K assets / 10 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • CASH BALANCE PLAN (#002)69%
  • LEE 401K PLAN (#001)31%
Total $454KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)5
  • LEE 401K PLAN (#001)5
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PYO & LEE CASH BALANCE PLAN

CashBalance

Assets$313K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PYO & LEE 401K PLAN

401k

Assets$141K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PYO & LEE CASH BALANCE PLANCashBalance$313K52025
001PYO & LEE 401K PLAN401k$141K52025
Retirement plans
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