Original filing (PDF)20250721143440NAL0004110722001

SU YIM LEE, DDS DBA FREEPORT FAMILY

Name: SU YIM LEE, DDS DBA FREEPORT FAMILY — SU YIM LEE, DDS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SU YIM LEE, DDS DBA FREEPORT FAMILY

Form 5500-SF

FILING_RECEIVED

SU YIM LEE, DDS PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$38K

Net assets (EOY)

$38K

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 (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SU YIM LEE, DDS DBA FREEPORT FAMILY.

Plan sponsor

Name

SU YIM LEE, DDS DBA FREEPORT FAMILY

EIN

20-4372143all filings

Address

4801 FREEPORT BLVD · SACRAMENTO, CA · 95822

Phone

(916) 456-1013

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator