Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BOO W. LEE, M.D.
EIN 94-2836953Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
7
2040 FOREST AVENUE, SUITE 3 - SAN JOSE, CA 95128408-977-1310
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 7 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
BOO W. LEE, M.D. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BOO W. LEE, M.D. 401K PROFIT SHARING PLAN
401k
Assets$453K
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 | BOO W. LEE, M.D. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.9M | 4 | 2024 | |
| 003 | BOO W. LEE, M.D. 401K PROFIT SHARING PLAN | 401k | $453K | 3 | 2024 |
Retirement plans