Sponsor portfolio
JOHN S. LEE, CPA
EIN 95-4017831accountingLatest filing 2024
Plans
1
Retirement
1
$1.0M assets
Welfare
0
Participants
5
2075 S. ATLANTIC BLVD., STE G - MONTEREY PARK, CA 91754323-262-8800johnjleecpa.comLinkedIn1-10 employeesaccounting
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JOHN S. LEE, CPA 401(K) SAFE HARBOR PLAN | 401k | $1.0M | 5 | 2024 |
Retirement plans