Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
JEANY J. LEE, D.D.S., P.S.
EIN 91-2119795medical practiceLatest filing 2024
Plans
2
Retirement
2
$790K assets
Welfare
0
Participants
8
509 OLIVE WAY, SUITE 645 - SEATTLE, WA 98101206-682-4626jeanyleedds.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $790K assets / 8 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
JEANY J. LEE, D.D.S., P.S. 401(K) PLAN
401k
Assets$686K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JEANY J. LEE, D.D.S., P.S. CASH BALANCE PLAN
CashBalance
Assets$104K
Participants3
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 | JEANY J. LEE, D.D.S., P.S. 401(K) PLAN | 401k | $686K | 5 | 2024 | |
| 002 | JEANY J. LEE, D.D.S., P.S. CASH BALANCE PLAN | CashBalance | $104K | 3 | 2024 |
Retirement plans