How big is Dan Lee & Associates, P.C.'s plan?

Dan Lee & Associates, P.C.'s plan reported $836K in assets and 3 participants for 2024.

Original filing (PDF)20250717164712NAL0000354451001

Dan Lee & Associates, P.C.

Name: Dan Lee & Associates, P.C. — The Dan Lee &, Form 5500 (2024)
Creator: Dan Lee & Associates, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Dan Lee & Associates, PC 401(k) Plan

401(k) retirement plan · Dan Lee & Associates, P.C.'s The Dan Lee & Associates, PC 401(k) Plan held $836K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$836K

Net assets (EOY)

$836K

Plan identifiers

Dan Lee & Associates, P.C.'s EIN is 74-3106418.

EIN 74-3106418

Plan number 001

Plan year 2024

ACK ID 20250717164712NAL0000354451001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dan Lee & Associates, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dan Lee & Associates, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

DAN LEE & ASSOCIATES, P.C.

EIN

all filings

Address

1355 TERRELL MILL ROAD SE · BUILDING 1474-100 · MARIETTA, GA · 30067

Phone

(404) 371-9846

Industry

CPA Offices· Professional & Technical Services

Plan administrator