How big is Nathan Lee, PA's plan?

Nathan Lee, PA's plan reported $93K in assets and 8 participants for 2024.

Original filing (PDF)20250313100443NAL0020601553001

Nathan Lee, PA

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

Form 5500-SF

FILING_RECEIVED

Nathan Lee, PA 401(k) Plan

401(k) retirement plan · Nathan Lee, PA's Nathan Lee, PA 401(k) Plan held $93K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$93K

Net assets (EOY)

$93K

People on this filing

Dr. Nathan Lee signed Nathan Lee, PA's 2024 Form 5500 as plan administrator.

Dr. Nathan Lee — 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

Nathan Lee, PA's EIN is 92-0489756.

EIN 92-0489756

Plan number 001

Plan year 2024

ACK ID 20250313100443NAL0020601553001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Nathan Lee, 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 NATHAN LEE, 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.

Plan sponsor

Name

NATHAN LEE, PA

EIN

all filings

Address

402 SHADOW OAKS DRIVE · EASLY, SC · 29642

Phone

(864) 704-3648

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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