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

Duncan David Lee, PC's plan reported $219K in assets and 2 participants for 2025.

Original filing (PDF)20260417113546NAL0019296049001

Duncan David Lee, PC

Name: Duncan David Lee, PC — Duncan David Lee, PC Pension, Form 5500 (2025)
Creator: Duncan David Lee, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Duncan David Lee, PC Pension Plan

Defined-benefit pension plan · Duncan David Lee, PC's Duncan David Lee, PC Pension Plan held $219K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$219K

Net assets (EOY)

$219K

Plan identifiers

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

EIN 83-3706543

Plan number 002

Plan year 2025

ACK ID 20260417113546NAL0019296049001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Duncan David Lee, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Duncan David Lee, PC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score