How big is Lee Edwards DDS' plan?

Lee Edwards DDS' plan reported $406K in assets and 14 participants for 2024.

Original filing (PDF)20250725183150NAL0006929409001

Lee Edwards DDS

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

Form 5500-SF

FILING_RECEIVED

Lee Edwards DDS 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Lee Edwards DDS' Lee Edwards DDS 401(k) Profit Sharing Plan & Trust held $406K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$406K

Net assets (EOY)

$406K

People on this filing

Lee Edwards signed Lee Edwards DDS' 2024 Form 5500 as plan administrator.

Lee Edwards — 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

Lee Edwards DDS' EIN is 46-1518133.

EIN 46-1518133

Plan number 001

Plan year 2024

ACK ID 20250725183150NAL0006929409001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lee Edwards DDS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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