How big is Lee DAO, Inc.'s plan?

Lee DAO, Inc.'s plan reported $601K in assets and 2 participants for 2024.

Original filing (PDF)20251009142406NAL0006719409001

Lee DAO, Inc.

Name: Lee DAO, Inc. — Lee Eyecare Center 401(k) Profit, Form 5500 (2024)
Creator: Lee DAO, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee Eyecare Center 401(k) Profit Sharing Plan

401(k) retirement plan · Lee DAO, Inc.'s Lee Eyecare Center 401(k) Profit Sharing Plan held $601K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$601K

Net assets (EOY)

$555K

Plan identifiers

Lee DAO, Inc.'s EIN is 01-0765949.

EIN 01-0765949

Plan number 002

Plan year 2024

ACK ID 20251009142406NAL0006719409001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lee DAO, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lee DAO, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

LEE DAO, INC.

EIN

all filings

Address

9265 E BASELINE RD · MESA, AZ · 85209

Phone

(480) 354-4030

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator