Original filing (PDF)20240416142412NAL0002052466001

ROBERT LEE & ASSOCIATES LLP

Name: ROBERT LEE & ASSOCIATES LLP — ROBERT LEE & ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: ROBERT LEE & ASSOCIATES LLP

Form 5500-SF

FILING_RECEIVED

ROBERT LEE & ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT LEE & ASSOCIATES LLP.

Plan sponsor

Name

ROBERT LEE & ASSOCIATES LLP

EIN

27-1155496

Address

999 W TAYLOR STREET · STE A · SAN JOSE, CA · 951261861

Phone

(408) 855-6770

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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