Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARK LEE & YONG KAY, INC.
EIN 94-3102890ConstructionLatest filing 2024
Plans
2
Retirement
2
$502K assets
Welfare
0
Participants
22
4026 MARTIN LUTHER KING JR WAY. - OAKLAND, CA 94609510-867-1294
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $502K assets / 22 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
MARK LEE & YONG KAY, INC. PENSION PLAN
CashBalance
Assets$358K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MARK LEE & YONG KAY, INC. RETIREMENT PLAN
401k
Assets$144K
Participants12
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 | MARK LEE & YONG KAY, INC. PENSION PLAN | CashBalance | $358K | 10 | 2024 | |
| 003 | MARK LEE & YONG KAY, INC. RETIREMENT PLAN | 401k | $144K | 12 | 2024 |
Retirement plans