How big is Dennis Lee, Ltd.'s plan?

Dennis Lee, Ltd.'s plan reported $2.7M in assets and 4 participants for 2024.

Original filing (PDF)20250522104405NAL0008422610001

Dennis Lee, Ltd.

Name: Dennis Lee, Ltd. — Dennis Lee, Ltd. 401(k), Form 5500 (2024)
Creator: Dennis Lee, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dennis Lee, Ltd. 401(k) Profit-Sharing Plan & Trust

401(k) retirement plan · Dennis Lee, Ltd.'s Dennis Lee, Ltd. 401(k) Profit-Sharing Plan & Trust held $2.7M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Dennis Lee signed Dennis Lee, Ltd.'s 2024 Form 5500 as plan administrator.

Dennis 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

Dennis Lee, Ltd.'s EIN is 37-1400281.

EIN 37-1400281

Plan number 001

Plan year 2024

ACK ID 20250522104405NAL0008422610001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dennis Lee, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dennis Lee, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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