Original filing (PDF)20251014155222NAL0004431552001

KAREN L. YEE, DDS

Name: KAREN L. YEE, DDS — KAREN L. YEE, DDS 401(K) PLAN, Form 5500 (2024)
Creator: KAREN L. YEE, DDS

Form 5500-SF

FILING_RECEIVED

KAREN L. YEE, DDS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KAREN L. YEE, DDS.

Plan sponsor

Name

KAREN L. YEE, DDS

EIN

94-3284550

Address

256 N. SAN MATEO DRIVE · STE 7 · SAN MATEO, CA · 94401

Phone

(650) 344-8378

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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