· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
VIVIAN LEE, D.D.S. — VIVIAN LEE, D.D.S. 401(K) P/S PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250616094012NAL0001934866001
VIVIAN LEE, D.D.S.
Form 5500-SF
FILING_RECEIVED
VIVIAN LEE, D.D.S. 401(K) P/S PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$409K
Net assets (EOY)
$409K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
VIVIAN LEE, D.D.S.
.
Find decision makers
Plan sponsor
Name
VIVIAN LEE, D.D.S.
EIN
94-3022917
Address
2339 IRVING ST STE 100 · SAN FRANCISCO, CA · 94122
Phone
(415) 661-8881
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
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
2025-06-16
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
STEVEN C HUNTSMAN DDS PLLC
STEVEN C HUNTSMAN DDS PLLC CASH BALANCE PLAN
$409K · 10 participants
JAMES F. MOSES DDS, LLC
SUSQUEHANNA ORTHODONTICS CASH BALANCE PENSION PLAN
$409K · 3 participants
BIODENTIST ALABAMA, LLC
BIODENTIST ALABAMA, LLC RETIREMENT PLAN
$409K · 10 participants
DENTAL DESIGNS OF WASHINGTON
DENTAL DESIGNS OF WASHINGTON 401(K) PLAN
$409K · 4 participants
AAKAR CHOKSHI, DDS, PLLC
AAKAR CHOKSHI, DDS, PLLC CASH BALANCE PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$409K · 8 participants
BC ORTHODONTICS LLC
BC ORTHODONTICS LLC
$409K · 117 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
