Original filing (PDF)20250508131802NAL0027428290001

ROBERT C. LEE, D.D.S., M.S., INC.

Name: ROBERT C. LEE, D.D.S., M.S., INC. — ROBERT C. LEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROBERT C. LEE, D.D.S., M.S., INC.

Form 5500-SF

FILING_RECEIVED

ROBERT C. LEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 C. LEE, D.D.S., M.S., INC..

Plan sponsor

Name

ROBERT C. LEE, D.D.S., M.S., INC.

EIN

45-3277845

Address

646 W. SAN BERNARDINO RD. · COVINA, CA · 91722

Phone

(626) 332-6291

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-05-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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