How big is Petra Lee DMD LLC's plan?

Petra Lee DMD LLC's plan reported $188K in assets and 3 participants for 2024.

Original filing (PDF)20250623111615NAL0015305554001

Petra Lee DMD LLC

Name: Petra Lee DMD LLC — Petra Lee 401(k) Deferred, Form 5500 (2024)
Creator: Petra Lee DMD LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Petra Lee 401(k) Deferred Compensation Plan

401(k) retirement plan · Petra Lee DMD LLC's Petra Lee 401(k) Deferred Compensation Plan held $188K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$188K

Net assets (EOY)

$188K

People on this filing

Petra Lee signed Petra Lee DMD LLC's 2024 Form 5500 as plan administrator.

Petra Lee — 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

Petra Lee DMD LLC's EIN is 20-4979998.

EIN 20-4979998

Plan number 001

Plan year 2024

ACK ID 20250623111615NAL0015305554001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Petra Lee DMD LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Petra Lee DMD LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

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 (92nd percentile).

Plan sponsor

Name

PETRA LEE DMD LLC

EIN

all filings

Address

609 LAMAR AVE · BROOKSVILLE, FL · 34601

Phone

(352) 796-2034

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator