Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHANG S. LEE, M.D., P.C.
EIN 87-3686200Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
12
671 BALDWIN PL - MAMARONECK, NY 105432106646-645-7551
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.9M assets / 12 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
CHANG S. LEE, M.D. DEFINED BENEFIT PLAN
TraditionalDB
Assets$6.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHANG S. LEE, M.D. 401(K) PROFIT SHARING PLAN
401k
Assets$617K
Participants5
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 | CHANG S. LEE, M.D. DEFINED BENEFIT PLAN | TraditionalDB | $6.3M | 7 | 2025 | |
| 002 | CHANG S. LEE, M.D. 401(K) PROFIT SHARING PLAN | 401k | $617K | 5 | 2025 |
Retirement plans