Original filing (PDF)20250721075554NAL0003057938001

LEE & NIEDA, LLP

Name: LEE & NIEDA, LLP — LEE & NIEDA, LLP 401(K) PLAN, Form 5500 (2024)
Creator: LEE & NIEDA, LLP

Form 5500-SF

FILING_RECEIVED

LEE & NIEDA, LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$390K

Net assets (EOY)

$390K

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 LEE & NIEDA, LLP.

Plan sponsor

Name

LEE & NIEDA, LLP

EIN

81-4546286all filings

Address

15175 NW 67TH AVENUE, SUITE 201 · MIAMI LAKES, FL · 33014

Phone

(305) 420-6100

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

ROESER ACCOUNTANCY CORPORATION

ROESER ACCOUNTANCY CORPORATION CASH BALANCE PLAN

$390K · 5 participants

NAVARRO & ASSOCIATES, CPAS, P.C.

NAVARRO & ASSOCIATES 401K PLAN

$391K · 4 participants

YEH & ASSOCIATES

YEH & ASSOCIATES 401(K) PROFIT SHARING PLAN

$391K · 6 participants

S PHILIP & CO., P.C.

S. PHILIP & CO., P.C. CASH BALANCE PENSION PLAN

$391K · 8 participants

CORE CPAS PC

CORE CPA'S PC 401(K) PLAN

$391K · 24 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.