How big is Charles C. Lee DDS, Inc.'s plan?

Charles C. Lee DDS, Inc.'s plan reported $535K in assets and 6 participants for 2024.

Original filing (PDF)20250724145602NAL0014140114001

Charles C. Lee DDS, Inc.

Name: Charles C. Lee DDS, Inc. — Charles C. Lee DDS, Inc., Form 5500 (2024)
Creator: Charles C. Lee DDS, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles C. Lee DDS, Inc. Retirement Plan

401(k) retirement plan · Charles C. Lee DDS, Inc.'s Charles C. Lee DDS, Inc. Retirement Plan held $535K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$535K

Net assets (EOY)

$535K

Plan identifiers

Charles C. Lee DDS, Inc.'s EIN is 20-4796855.

EIN 20-4796855

Plan number 001

Plan year 2024

ACK ID 20250724145602NAL0014140114001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Charles C. Lee DDS, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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