Original filing (PDF)20250926113716NAL0009359201001

DFW LEE & ASSOCIATES LLC - HOUSTON OFFICE

Name: DFW LEE & ASSOCIATES LLC - HOUSTON OFFICE — LEE & ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: DFW LEE & ASSOCIATES LLC - HOUSTON OFFICE

Form 5500-SF

FILING_RECEIVED

LEE & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$492K

Net assets (EOY)

$492K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DFW LEE & ASSOCIATES LLC - HOUSTON OFFICE.

Plan sponsor

Name

DFW LEE & ASSOCIATES LLC - HOUSTON OFFICE

EIN

47-2729564all filings

Address

10497 TOWN AND COUNTRY WAY, SUITE 7 · HOUSTON, TX · 77024

Phone

(713) 744-7400

Industry

Real Estatesee all

Plan administrator