How big is Tricia Lee, DDS' plan?

Tricia Lee, DDS' plan reported $210K in assets and 9 participants for 2024.

Original filing (PDF)20250630170041NAL0016738640001

Tricia Lee, DDS

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

Form 5500-SF

FILING_RECEIVED

Tricia Lee, DDS 401(k) Plan

401(k) retirement plan · Tricia Lee, DDS' Tricia Lee, DDS 401(k) Plan held $210K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$210K

Net assets (EOY)

$210K

People on this filing

Tricia Lee signed Tricia Lee, DDS' 2024 Form 5500 as plan administrator.

Tricia 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

Tricia Lee, DDS' EIN is 82-1861878.

EIN 82-1861878

Plan number 001

Plan year 2024

ACK ID 20250630170041NAL0016738640001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tricia Lee, DDS' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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