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Sponsor portfolio

ERWIN J. LEE

EIN 95-4091963-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$133K assets
Welfare
0
Participants
8
1430 SO. ATLANTIC BLVD - ALHAMBRA, CA 91803626-576-7797LinkedIn1-10 employees
Plans on this EIN
2 filings
#001ProfitSharing-$74K - 4 part#002MoneyPurchase-$59K - 4 part

Retirement portfolio analytics

2 plans aggregated / $133K assets / 8 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • PROFIT SHARING PLAN (#001)56%
  • J LEE PENSION (#002)44%
Total $133KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)4
  • J LEE PENSION (#002)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ERWIN J. LEE PROFIT SHARING PLAN

ProfitSharing

Assets$74K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ERWIN J LEE PENSION PLAN

MoneyPurchase

Assets$59K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ERWIN J. LEE PROFIT SHARING PLANProfitSharing$74K42025
002ERWIN J LEE PENSION PLANMoneyPurchase$59K42025
Retirement plans
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