How big is Erwin J. Lee's plan?

Erwin J. Lee's plan reported $57K in assets and 4 participants for 2024.

Original filing (PDF)20250711195844NAL0009922032001

Erwin J. Lee

Name: Erwin J. Lee — Erwin J Lee Pension Plan, Form 5500 (2024)
Creator: Erwin J. Lee
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Erwin J Lee Pension Plan

Defined-contribution retirement plan · Erwin J. Lee's Erwin J Lee Pension Plan held $57K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$57K

Net assets (EOY)

$57K

People on this filing

Erwin J Lee signed Erwin J. Lee's 2024 Form 5500 as plan administrator.

Erwin J 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

Erwin J. Lee's EIN is 95-4091963.

EIN 95-4091963

Plan number 002

Plan year 2024

ACK ID 20250711195844NAL0009922032001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Erwin J. Lee from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Erwin J. Lee's plan includes money-purchase contributions, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ERWIN J. LEE.

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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.

Plan sponsor

Name

ERWIN J. LEE

EIN

all filings

Address

1430 SO. ATLANTIC BLVD · ALHAMBRA, CA · 91803

Phone

(626) 576-7797

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-11

Pension benefit codes

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

3B · Covers self-employed individuals

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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