How big is ALAN S. Lee, D.D.S.'s plan?

ALAN S. Lee, D.D.S.'s plan reported $1.1M in assets and 8 participants for 2025.

Original filing (PDF)20260512132353NAL0008262272001

ALAN S. Lee, D.D.S.

Name: ALAN S. Lee, D.D.S. — ALAN S. Lee, D.D.S. 401(k) P/S, Form 5500 (2025)
Creator: ALAN S. Lee, D.D.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ALAN S. Lee, D.D.S. 401(k) P/S Plan

401(k) retirement plan · ALAN S. Lee, D.D.S.'s ALAN S. Lee, D.D.S. 401(k) P/S Plan held $1.1M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

ALAN Lee signed ALAN S. Lee, D.D.S.'s 2025 Form 5500 as plan administrator.

ALAN 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

ALAN S. Lee, D.D.S.'s EIN is 94-3286054.

EIN 94-3286054

Plan number 002

Plan year 2025

ACK ID 20260512132353NAL0008262272001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for ALAN S. Lee, D.D.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

ALAN S. Lee, D.D.S.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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