Sponsor portfolio
GERALD T. LEE
EIN 99-0199418Latest filing 2025
Plans
2
Retirement
1
$1.1M assets
Welfare
1
Participants
2
3615 HARDING AVENUE,302 - HONOLULU, HI 96816808-732-2525
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GERALD T. LEE AGE-WEIGHTED PROFIT SHARING PLAN
ProfitSharing
Assets$1.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001
GERALD T. LEE AGE-WEIGHTED PROFIT SHARING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GERALD T. LEE AGE-WEIGHTED PROFIT SHARING PLAN | ProfitSharing | $1.1M | 2 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | GERALD T. LEE AGE-WEIGHTED PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans