Plan Snapshot
- Plan Sponsor: Don W. Lee, M.D., A Medical Corporation Etal
- Sponsor EIN: 953674502
- Sponsor Address: 710 S CENTRAL AVE. SUITE 210, GLENDALE, CA, 91204
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 14
- Total Assets: $752,490
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 14 | $752,490 | $0 | $0 |
| 2024 | 12 | $764,483 | $10,528 | $45,015 |
| 2023 | 7 | $913,005 | $10,880 | $54,917 |
| 2022 | 10 | $942,355 | $13,663 | $55,430 |
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