Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PEN H. LEE, M.D., INC.
EIN 95-4830772medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
16
600 N. GARFIELD AVE., STE 110 - MONTEREY PARK, CA 91754626-571-6641LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 16 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#003
PEN H. LEE, M.D., INC. PROFIT SHARING PLAN
ProfitSharing
Assets$2.4M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
PEN H. LEE, M.D., INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.9M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | PEN H. LEE, M.D., INC. PROFIT SHARING PLAN | ProfitSharing | $2.4M | 8 | 2024 | |
| 004 | PEN H. LEE, M.D., INC. DEFINED BENEFIT PLAN | TraditionalDB | $1.9M | 8 | 2024 |
Retirement plans