Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFREY J.K. LEE, M. D., INC.
EIN 99-0321011medical practiceLatest filing 2025
Plans
3
Retirement
2
$2.6M assets
Welfare
1
Participants
37
1380 LUSITANA STREET, SUITE 407 - HONOLULU, HI 96813808-792-8833LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 27 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
JEFFREY J. K. LEE, M. D. , INC. PROFIT SHARING PLAN
ProfitSharing
Assets$2.1M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
JEFFREY J.K. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$479K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#004
JEFFREY J.K. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JEFFREY J. K. LEE, M. D. , INC. PROFIT SHARING PLAN | ProfitSharing | $2.1M | 17 | 2025 | |
| 004 | JEFFREY J.K. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $479K | 10 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 004 | JEFFREY J.K. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans