How big is Steven C. Lee, PLLC's plan?

Steven C. Lee, PLLC's plan reported $422K in assets and 3 participants for 2024.

Original filing (PDF)20250623075116NAL0005760369001

Steven C. Lee, PLLC

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

Form 5500-SF

FILING_RECEIVED

Steven Lee, PLLC 401(k) Plan

401(k) retirement plan · Steven C. Lee, PLLC's Steven Lee, PLLC 401(k) Plan held $422K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$422K

Net assets (EOY)

$422K

Plan identifiers

Steven C. Lee, PLLC's EIN is 81-2785633.

EIN 81-2785633

Plan number 002

Plan year 2024

ACK ID 20250623075116NAL0005760369001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Steven C. Lee, PLLC's 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 STEVEN C. LEE, PLLC.

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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