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LEE ORTHOPAEDIC INSTITUTE, A PROF. MED. CORP. — LEE ORTHOPAEDIC INSTITUTE, A PROF. MED. CORP.PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250604182037NAL0011439457001
LEE ORTHOPAEDIC INSTITUTE, A PROF. MED. CORP.
Form 5500-SF
FILING_RECEIVED
LEE ORTHOPAEDIC INSTITUTE, A PROF. MED. CORP.PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
10
Accounts w/ balance
24
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
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
LEE ORTHOPAEDIC INSTITUTE, A PROF. MED. CORP.
.
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Plan sponsor
Name
LEE ORTHOPAEDIC INSTITUTE, A PROF. MED. CORP.
EIN
33-0961915
Address
1035 S VERMONT AVE · LOS ANGELES, CA · 900062710
Phone
(818) 550-9910
Industry
Offices of Physicians
· 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
2025-06-04
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.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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