· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CHARLES K. LEE, MD, INC. — CHARLES K. LEE, MD, INC. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251006172049NAL0002265715001
CHARLES K. LEE, MD, INC.
Form 5500-SF
FILING_RECEIVED
CHARLES K. LEE, MD, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
8
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CHARLES K. LEE, MD, INC.
.
Find decision makers
Plan sponsor
Name
CHARLES K. LEE, MD, INC.
EIN
20-8895383
Address
1545 PINE STREET · SUITE 101 · SAN FRANCISCO, CA · 94109
Phone
(415) 933-8330
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
TRILOGY WRITING & CONSULTING, INC.
TRILOGY WRITING & CONSULTING, INC. 401(K) PLAN
$2.2M · 41 participants
SKYLINE FAMILY EYECARE PA
SKYLINE FAMILY EYECARE 401(K) PROFIT SHARING PLAN
$2.2M · 7 participants
DB SURGICAL, INC.
DB SURGICAL, INC. DEFINED BENEFIT PLAN
$2.2M · 11 participants
CENTRAL GEORGIA HEART INSTITUTE, LLC
CENTRAL GEORGIA HEART INSTITUTE, LLC 401K PLAN
$2.2M · 17 participants
REHABILITATION AND ELECTRODIAGNO
REHABILITATION AND ELECTRODIAGNOSTICS PROFESSIONAL
100
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.2M · 21 participants
SOUTHERN CALIFORNIA PULMONARY & CRITICAL CARE ASSOCIATES, INC.
SO CAL PULMONARY 401(K) PLAN
$2.2M · 8 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
