How big is Lee D. Casey DDS' plan?

Lee D. Casey DDS' plan reported $649K in assets and 3 participants for 2024.

Original filing (PDF)20250501135650NAL0004683376001

Lee D. Casey DDS

Name: Lee D. Casey DDS — Lee D. Casey DDS Profit Sharing, Form 5500 (2024)
Creator: Lee D. Casey DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee D. Casey DDS Profit Sharing Plan

401(k) retirement plan · Lee D. Casey DDS' Lee D. Casey DDS Profit Sharing Plan held $649K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$649K

Net assets (EOY)

$649K

People on this filing

Lee Casey signed Lee D. Casey DDS' 2024 Form 5500 as plan administrator.

Lee Casey — 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

Lee D. Casey DDS' EIN is 61-1553275.

EIN 61-1553275

Plan number 001

Plan year 2024

ACK ID 20250501135650NAL0004683376001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lee D. Casey DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lee D. Casey DDS' 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 LEE D. CASEY DDS.

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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