How big is Scott Lee, MBA, CPA, PLLC's plan?

Scott Lee, MBA, CPA, PLLC's plan reported $6K in assets and 2 participants for 2024.

Original filing (PDF)20250718135631NAL0001849857001

Scott Lee, MBA, CPA, PLLC

Name: Scott Lee, MBA, CPA, PLLC — Scott Lee, MBA, CPA, Form 5500 (2024)
Creator: Scott Lee, MBA, CPA, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Scott Lee, MBA, CPA, PLLC 401(k) Plan

401(k) retirement plan · Scott Lee, MBA, CPA, PLLC's Scott Lee, MBA, CPA, PLLC 401(k) Plan held $6K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

People on this filing

Marcus Bowie signed Scott Lee, MBA, CPA, PLLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Scott Lee, MBA, CPA, PLLC's EIN is 85-0630616.

EIN 85-0630616

Plan number 001

Plan year 2024

ACK ID 20250718135631NAL0001849857001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Scott Lee, MBA, CPA, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Scott Lee, MBA, CPA, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

SCOTT LEE, MBA, CPA, PLLC

EIN

all filings

Address

10100 KATY FREEWAY, STE 105 · HOUSTON, TX · 77043

Phone

(713) 201-0335

Industry

CPA Offices· Professional & Technical Services

Plan administrator