Original filing (PDF)20250830151409NAL0012106257001

DAVID C. LEE, INC.

Name: DAVID C. LEE, INC. — DCL 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DAVID C. LEE, INC.

Form 5500-SF

FILING_RECEIVED

DCL 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 DAVID C. LEE, INC..

Plan sponsor

Name

DAVID C. LEE, INC.

EIN

94-3384761

Address

916 23RD AVENUE · OAKLAND, CA · 946065011

Phone

(510) 533-0127

Industry

Transportation & Warehousingsee 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

2025-08-30

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

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Transportation & Warehousing plans

AVENUES IN MOTION

TRANSOPTIONS, INC. 403(B) PLAN

$1.1M · 13 participants

SUPER DISPATCH INC.

SUPER DISPATCH 401(K) PLAN

$1.1M · 35 participants

ADA LOGISTICS

ADA LOGISTICS 401K PLAN

$1.1M · 4 participants

TEG ENTERPRISES, INC.

TEG ENTERPRISES, INC. 401(K) PLAN

$1.1M · 55 participants

KEYSTONE ACQUISITION SERVICES

KEYSTONE ACQUISITION SERVICES 401(K) PROFIT SHARING PLAN & TRUST

$1.1M · 31 participants