How big is Joseph Lee DMD PS' plan?

Joseph Lee DMD PS' plan reported $57K in assets and 9 participants for 2024.

Original filing (PDF)20251010111920NAL0017768818001

Joseph Lee DMD PS

Name: Joseph Lee DMD PS — Joseph Lee DMD PS 401(k) Plan, Form 5500 (2024)
Creator: Joseph Lee DMD PS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph Lee DMD PS 401(k) Plan

Defined-contribution retirement plan · Joseph Lee DMD PS' Joseph Lee DMD PS 401(k) Plan held $57K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$57K

Net assets (EOY)

$57K

People on this filing

Richard Tatum signed Joseph Lee DMD PS' 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Joseph Lee DMD PS' EIN is 47-4519084.

EIN 47-4519084

Plan number 001

Plan year 2024

ACK ID 20251010111920NAL0017768818001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Joseph Lee DMD PS' plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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