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DUNCAN DAVID LEE, PC 401(k) Plan

What public Form 5500 filings show about the DUNCAN DAVID LEE, PC 401(k) plan — and how to find and check your own account.

Plan assets
$285K
Participants
2
Plans on file
1

The DUNCAN DAVID LEE, PC 401(k) on its latest Form 5500

DUNCAN DAVID LEE, PC (EIN 83-3706543) reports DUNCAN DAVID LEE, PC RETIREMENT PLAN on its most recent Form 5500, with $285K in plan assets across 2 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full DUNCAN DAVID LEE, PC filing — schedules, fees, and providers.

Who runs the DUNCAN DAVID LEE, PC 401(k)?

DUNCAN DAVID LEE, PC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask DUNCAN DAVID LEE, PCHR for the recordkeeper’s name and login.

How to check your DUNCAN DAVID LEE, PC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask DUNCAN DAVID LEE, PC HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: DUNCAN DAVID LEE, PC — all Form 5500 filings (EIN 83-3706543) · California employer EIN lookup · Form 5500 search
DUNCAN DAVID LEE, PC 401(k) Plan — Form 5500