How big is AMY K Lee DDS' plan?

AMY K Lee DDS' plan reported $1.3M in assets and 14 participants for 2025.

Original filing (PDF)20260420223149NAL0001869633001

AMY K Lee DDS

Name: AMY K Lee DDS — AMY K Lee DDS 401(k) Profit Sharing, Form 5500 (2025)
Creator: AMY K Lee DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AMY K Lee DDS 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · AMY K Lee DDS' AMY K Lee DDS 401(k) Profit Sharing Plan & Trust held $1.3M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

AMY Lee signed AMY K Lee DDS' 2025 Form 5500 as plan administrator.

AMY Lee — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

AMY K Lee DDS' EIN is 35-2242357.

EIN 35-2242357

Plan number 001

Plan year 2025

ACK ID 20260420223149NAL0001869633001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for AMY K Lee DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

AMY K Lee DDS' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMY K LEE DDS.

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Plan health score

Above-average plan

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

Knocking points off