SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$110K
Net assets (EOY)
$110K
Plan health score
90
/ 100
Grade A
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
66
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC.
Plan sponsor
Name
SCHLEE INTELLECTUAL PROPERTY INTERNATIONAL, PC
EIN
20-8044239
Address
917 MANHATTAN BEACH BOULEVARD · MANHATTAN BEACH, CA · 90266
Phone
(310) 545-9851
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-11-10
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
