How big is Lee Young and Ubaldo Orthodontics' plan?

Lee Young and Ubaldo Orthodontics' plan reported $3.3M in assets and 10 participants for 2024.

Original filing (PDF)20250505173815NAL0005365043001

Lee Young and Ubaldo Orthodontics

Name: Lee Young and Ubaldo Orthodontics — Lee Young and, Form 5500 (2024)
Creator: Lee Young and Ubaldo Orthodontics
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee Young and Ubaldo Orthodontics 401(k) Profit Sharing Plan

401(k) retirement plan · Lee Young and Ubaldo Orthodontics' Lee Young and Ubaldo Orthodontics 401(k) Profit Sharing Plan held $3.3M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Lee Young and Ubaldo Orthodontics' EIN is 94-3245385.

EIN 94-3245385

Plan number 001

Plan year 2024

ACK ID 20250505173815NAL0005365043001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lee Young and Ubaldo Orthodontics from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lee Young and Ubaldo Orthodontics' plan includes profit-sharing, 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 YOUNG AND UBALDO ORTHODONTICS.

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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 (94th percentile).

Plan sponsor

Name

LEE YOUNG AND UBALDO ORTHODONTICS

EIN

all filings

Address

3501 CALIFORNIA STREET SUITE 202 · SAN FRANCISCO, CA · 94118

Phone

(415) 751-1700

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator