How big is Patrick Lee & Associates' plan?

Patrick Lee & Associates' plan reported $186K in assets and 3 participants for 2024.

Original filing (PDF)20250717151149NAL0000262259001

Patrick Lee & Associates

Name: Patrick Lee & Associates — Patrick Lee & Associates, Form 5500 (2024)
Creator: Patrick Lee & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patrick Lee & Associates 401(k) Plan

401(k) retirement plan · Patrick Lee & Associates' Patrick Lee & Associates 401(k) Plan held $186K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$186K

Net assets (EOY)

$186K

Plan identifiers

Patrick Lee & Associates' EIN is 87-3870710.

EIN 87-3870710

Plan number 001

Plan year 2024

ACK ID 20250717151149NAL0000262259001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Patrick Lee & Associates' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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