How big is Lee & Zalas, P.C.'s plan?

Lee & Zalas, P.C.'s plan reported $967K in assets and 7 participants for 2024.

Original filing (PDF)20251009081359NAL0006657889001

Lee & Zalas, P.C.

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

Form 5500-SF

FILING_RECEIVED

Lee & Zalas, P.C. 401(k) Plan

401(k) retirement plan · Lee & Zalas, P.C.'s Lee & Zalas, P.C. 401(k) Plan held $967K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$967K

Net assets (EOY)

$967K

People on this filing

Clint Zalas signed Lee & Zalas, P.C.'s 2024 Form 5500 as plan administrator.

Clint Zalas — 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 & Zalas, P.C.'s EIN is 87-3223789.

EIN 87-3223789

Plan number 001

Plan year 2024

ACK ID 20251009081359NAL0006657889001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lee & Zalas, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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