Original filing (PDF)20250912122015NAL0001938576001

KIMBERLY T. LEE, A PROFESSIONAL LAW CORPORATION DBA DESERT LAW GROUP

Name: KIMBERLY T. LEE, A PROFESSIONAL LAW CORPORATION DBA DESERT LAW GROUP — DESERT LAW GROUP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KIMBERLY T. LEE, A PROFESSIONAL LAW CORPORATION DBA DESERT LAW GROUP

Form 5500-SF

FILING_RECEIVED

DESERT LAW GROUP PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$879K

Net assets (EOY)

$879K

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 average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KIMBERLY T. LEE, A PROFESSIONAL LAW CORPORATION DBA DESERT LAW GROUP.

Plan sponsor

Name

KIMBERLY T. LEE, A PROFESSIONAL LAW CORPORATION DBA DESERT LAW GROUP

EIN

26-2951243all filings

Address

74916 HIGHWAY 111 · INDIAN WELLS, CA · 92210

Phone

(760) 776-9977

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator