How big is HOSS Lee Academy's plan?

HOSS Lee Academy's plan reported $553K in assets and 9 participants for 2025.

Original filing (PDF)20260511165448NAL0006171553001

HOSS Lee Academy

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

Form 5500-SF

FILING_RECEIVED

HOSS Lee Academy 401(k) Profit Sharing Plan

401(k) retirement plan · HOSS Lee Academy's HOSS Lee Academy 401(k) Profit Sharing Plan held $553K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$553K

Net assets (EOY)

$553K

People on this filing

LISA Lee signed HOSS Lee Academy's 2025 Form 5500 as plan administrator.

LISA 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

HOSS Lee Academy's EIN is 46-2565881.

EIN 46-2565881

Plan number 001

Plan year 2025

ACK ID 20260511165448NAL0006171553001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

HOSS Lee Academy's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

HOSS LEE ACADEMY

EIN

all filings

Address

200 WHYTE AVENUE · ROSEVILLE, CA · 95661

Phone

(916) 726-5577

Industry

Educational Services

Plan administrator