How big is Daniel Lee DDS, PLLC's plan?

Daniel Lee DDS, PLLC's plan reported $895K in assets and 7 participants for 2024.

Original filing (PDF)20250923123601NAL0005708401001

Daniel Lee DDS, PLLC

Name: Daniel Lee DDS, PLLC — Covington Smiles 401(k) Plan, Form 5500 (2024)
Creator: Daniel Lee DDS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Covington Smiles 401(k) Plan

401(k) retirement plan · Daniel Lee DDS, PLLC's Covington Smiles 401(k) Plan held $895K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$895K

Net assets (EOY)

$895K

Plan identifiers

Daniel Lee DDS, PLLC's EIN is 03-0498308.

EIN 03-0498308

Plan number 001

Plan year 2024

ACK ID 20250923123601NAL0005708401001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel Lee DDS, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL LEE DDS, PLLC.

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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