How big is Defrenza Lee LLP's plan?

Defrenza Lee LLP's plan reported $3.7M in assets and 8 participants for 2024.

Original filing (PDF)20250925082046NAL0003417427001

Defrenza Lee LLP

Name: Defrenza Lee LLP — Defrenza Lee LLP 401(k) Profit, Form 5500 (2024)
Creator: Defrenza Lee LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defrenza Lee LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Defrenza Lee LLP's Defrenza Lee LLP 401(k) Profit Sharing Plan held $3.7M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

TONI Conway signed Defrenza Lee LLP's 2024 Form 5500 as plan administrator.

TONI Conway — 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

Defrenza Lee LLP's EIN is 81-5065047.

EIN 81-5065047

Plan number 001

Plan year 2024

ACK ID 20250925082046NAL0003417427001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Defrenza Lee LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DEFRENZA LEE LLP.

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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