Original filing (PDF)20250708124131NAL0011243298001

Lee Morgentaler DO PC

Name: Lee Morgentaler DO PC — Lee Morgentaler DO PC 401(k), Form 5500 (2024)
Creator: Lee Morgentaler DO PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee Morgentaler DO PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Lee Morgentaler DO PC's Lee Morgentaler DO PC 401(k) Profit Sharing Plan & Trust held $114K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$114K

Net assets (EOY)

$114K

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 (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

LEE MORGENTALER DO PC

EIN

83-1792101all filings

Address

80 OLD TAPPEN RD · TAPPAN, NY · 10983

Phone

(845) 398-2873

Industry