Original filing (PDF)20260623142748NAL0007151745001

Lee Orthodontics, P.A.

Name: Lee Orthodontics, P.A. — Lee Orthodontics, P.A., Form 5500 (2025)
Creator: Lee Orthodontics, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee Orthodontics, P.A. 401(k) Profit Sharing Plan

401(k) retirement plan · Lee Orthodontics, P.A.'s Lee Orthodontics, P.A. 401(k) Profit Sharing Plan held $1.8M in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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).

Decision-maker contacts

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

Plan sponsor

Name

LEE ORTHODONTICS, P.A.

EIN

20-3563250all filings

Address

9201 SIENNA RANCH RD. #101 · MISSOURI CITY, TX · 77459

Phone

(281) 778-3688

Industry