How big is Karen L. YEE, DDS' plan?

Karen L. YEE, DDS' plan reported $2.4M in assets and 10 participants for 2024.

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
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Karen L. YEE, DDS 401(k) Plan

401(k) retirement plan · Karen L. YEE, DDS' Karen L. YEE, DDS 401(k) Plan held $2.4M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Dr. Karen L. YEE signed Karen L. YEE, DDS' 2024 Form 5500 as plan administrator.

Dr. Karen L. YEE — 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

Karen L. YEE, DDS' EIN is 94-3284550.

EIN 94-3284550

Plan number 001

Plan year 2024

ACK ID 20251014155222NAL0004431552001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Karen L. YEE, DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Karen L. YEE, DDS' 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 KAREN L. YEE, DDS.

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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 (86th percentile).

Plan sponsor

Name

KAREN L. YEE, DDS

EIN

all filings

Address

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

Phone

(650) 344-8378

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator