How big is James M. YEE DDS PC's plan?

James M. YEE DDS PC's plan reported $2.2M in assets and 11 participants for 2024.

Original filing (PDF)20250826174049NAL0017536898001

James M. YEE DDS PC

Name: James M. YEE DDS PC — James YEE DDS Professional, Form 5500 (2024)
Creator: James M. YEE DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James YEE DDS Professional Corporation 401(k) Plan

401(k) retirement plan · James M. YEE DDS PC's James YEE DDS Professional Corporation 401(k) Plan held $2.2M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

James YEE signed James M. YEE DDS PC's 2024 Form 5500 as plan administrator.

James YEE — 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

James M. YEE DDS PC's EIN is 20-2032940.

EIN 20-2032940

Plan number 001

Plan year 2024

ACK ID 20250826174049NAL0017536898001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James M. YEE DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James M. YEE DDS PC'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 JAMES M. YEE DDS PC.

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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

Knocking points off