KATHERINE BAO-SHIAN LEE, M.D., A PROFESSIONAL CORPORATION
Form 5500-SF
FILING_RECEIVED
KATHERINE BAO-SHIAN LEE, M.D., APC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
10
Accounts w/ balance
10
Plan assets (EOY)
$222K
Net assets (EOY)
$222K
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
69
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KATHERINE BAO-SHIAN LEE, M.D., A PROFESSIONAL CORPORATION.
Plan sponsor
Name
KATHERINE BAO-SHIAN LEE, M.D., A PROFESSIONAL CORPORATION
