How big is Victor S. Lee, DDS, Inc.'s plan?

Victor S. Lee, DDS, Inc.'s plan reported $484K in assets and 10 participants for 2025.

Original filing (PDF)20260422220349NAL0009053298033

Victor S. Lee, DDS, Inc.

Name: Victor S. Lee, DDS, Inc. — Burlingame Orthodontics, Form 5500 (2025)
Creator: Victor S. Lee, DDS, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Burlingame Orthodontics 401(k) Plan

401(k) retirement plan · Victor S. Lee, DDS, Inc.'s Burlingame Orthodontics 401(k) Plan held $484K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$484K

Net assets (EOY)

$484K

Plan identifiers

Victor S. Lee, DDS, Inc.'s EIN is 46-3702885.

EIN 46-3702885

Plan number 001

Plan year 2025

ACK ID 20260422220349NAL0009053298033

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Victor S. Lee, DDS, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Victor S. Lee, DDS, Inc.'s 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