Original filing (PDF)20250828084749NAL0010202289001

LEE J. SIMON, DDS, PLLC

Name: LEE J. SIMON, DDS, PLLC — LEE J. SIMON, DDS, PLLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LEE J. SIMON, DDS, PLLC

Form 5500-SF

FILING_RECEIVED

LEE J. SIMON, DDS, PLLC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$746K

Net assets (EOY)

$746K

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 average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

LEE J. SIMON, DDS, PLLC

EIN

47-2575819all filings

Address

410 CRANBERRY STREET · SUITE 300 · ERIE, PA · 16507

Phone

(814) 452-3442

Industry