How big is Lee & Evans, PA's plan?

Lee & Evans, PA's plan reported $323K in assets and 4 participants for 2024.

Original filing (PDF)20251008131537NAL0005597473001

Lee & Evans, PA

Name: Lee & Evans, PA — Lee & Evans, PA 401(k), Form 5500 (2024)
Creator: Lee & Evans, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee & Evans, PA 401(k)

401(k) retirement plan · Lee & Evans, PA's Lee & Evans, PA 401(k) held $323K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$323K

Net assets (EOY)

$323K

People on this filing

DAVE Evans Jr. signed Lee & Evans, PA's 2024 Form 5500 as plan administrator.

DAVE Evans Jr. — 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

Lee & Evans, PA's EIN is 85-4066926.

EIN 85-4066926

Plan number 001

Plan year 2024

ACK ID 20251008131537NAL0005597473001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lee & Evans, PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 (96th percentile).

Plan sponsor

Name

LEE & EVANS, PA

EIN

all filings

Address

2601 CATTLEMAN ROAD, STE. 503 · SARASOTA, FL · 34232

Phone

(941) 954-0067

Industry

Law Offices· Professional & Technical Services

Plan administrator