Original filing (PDF)20250623111615NAL0015305554001

PETRA LEE DMD LLC

Name: PETRA LEE DMD LLC — PETRA LEE 401(K) DEFERRED COMPENSATION PLAN, Form 5500 (2024)
Creator: PETRA LEE DMD LLC

Form 5500-SF

FILING_RECEIVED

PETRA LEE 401(K) DEFERRED COMPENSATION PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$188K

Net assets (EOY)

$188K

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).

Decision-maker contacts

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

Plan sponsor

Name

PETRA LEE DMD LLC

EIN

20-4979998all filings

Address

609 LAMAR AVE · BROOKSVILLE, FL · 34601

Phone

(352) 796-2034

Industry