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Original filing (PDF)20241015141013NAL0029921633001
JAMES LEE, M.D. P.C.
Form 5500-SF
FILING_RECEIVED
LEE EYE INSTITUTE 401(K) PLAN
401(k) retirement plan
Active participants
25
Accounts w/ balance
11
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 44% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAMES LEE, M.D. P.C..
Plan sponsor
Name
JAMES LEE, M.D. P.C.
EIN
20-8727525
Address
9320 GRAND CORDERA PKWY 2ND FLOOR · COLORADO SPRINGS, CO · 809247005
Phone
(719) 258-1240
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
JAMES LEE, M.D. P.C.
EIN
20-8727525
City
COLORADO SPRINGS, CO
Phone
(719) 258-1240
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
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