How big is Jason J Lee D.D.S' plan?

Jason J Lee D.D.S' plan reported $1.1M in assets and 3 participants for 2024.

Original filing (PDF)20250604124322NAL0019352784001

Jason J Lee D.D.S

Name: Jason J Lee D.D.S — Jason J Lee D.D.S Retirement, Form 5500 (2024)
Creator: Jason J Lee D.D.S
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jason J Lee D.D.S Retirement Plan

401(k) retirement plan · Jason J Lee D.D.S' Jason J Lee D.D.S Retirement Plan held $1.1M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

ANN Lee signed Jason J Lee D.D.S' 2024 Form 5500 as plan administrator.

ANN Lee — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jason J Lee D.D.S' EIN is 02-0704738.

EIN 02-0704738

Plan number 001

Plan year 2024

ACK ID 20250604124322NAL0019352784001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jason J Lee D.D.S from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jason J Lee D.D.S' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JASON J LEE D.D.S.

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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

JASON J LEE D.D.S

EIN

all filings

Address

17121 PLACER HILLS RD · MEADOW VISTA, CA · 95722

Phone

(530) 906-0265

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator