How big is Duncan David Lee, PC's plan?

Duncan David Lee, PC's plan reported $285K in assets and 2 participants for 2024.

Original filing (PDF)20250915183851NAL0001260065001

Duncan David Lee, PC

Name: Duncan David Lee, PC — Duncan David Lee, PC, Form 5500 (2024)
Creator: Duncan David Lee, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Duncan David Lee, PC Retirement Plan

401(k) retirement plan · Duncan David Lee, PC's Duncan David Lee, PC Retirement Plan held $285K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$285K

Net assets (EOY)

$285K

Plan identifiers

Duncan David Lee, PC's EIN is 83-3706543.

EIN 83-3706543

Plan number 001

Plan year 2024

ACK ID 20250915183851NAL0001260065001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Duncan David Lee, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

DUNCAN DAVID LEE, PC

EIN

all filings

Address

3660 WILSHIRE BLVD., STE 724 · LOS ANGELES, CA · 90010

Phone

(213) 480-4804

Industry

Law Offices· Professional & Technical Services

Plan administrator