How big is Lee CPA Audit Group's plan?

Lee CPA Audit Group's plan reported $718K in assets and 9 participants for 2024.

Original filing (PDF)20250929134332NAL0017944306001

Lee CPA Audit Group

Name: Lee CPA Audit Group — Lee CPA Audit Group 401(k), Form 5500 (2024)
Creator: Lee CPA Audit Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee CPA Audit Group 401(k) Plan

401(k) retirement plan · Lee CPA Audit Group's Lee CPA Audit Group 401(k) Plan held $718K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$718K

Net assets (EOY)

$714K

People on this filing

SUNG Lee signed Lee CPA Audit Group's 2024 Form 5500 as plan administrator.

SUNG Lee — 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 CPA Audit Group's EIN is 81-4637885.

EIN 81-4637885

Plan number 001

Plan year 2024

ACK ID 20250929134332NAL0017944306001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lee CPA Audit Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lee CPA Audit Group'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 LEE CPA AUDIT GROUP.

Finding similar companies…

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

LEE CPA AUDIT GROUP

EIN

all filings

Address

10301 PLACER LANE · SACRAMENTO, CA · 95827

Phone

(916) 347-7855

Industry

CPA Offices· Professional & Technical Services

Plan administrator