How big is Steven Lee Insurance Services, Inc.'s plan?

Steven Lee Insurance Services, Inc.'s plan reported $3.2M in assets and 5 participants for 2024.

Original filing (PDF)20251013183544NAL0002595360001

Steven Lee Insurance Services, Inc.

Name: Steven Lee Insurance Services, Inc. — Steven Lee, Form 5500 (2024)
Creator: Steven Lee Insurance Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steven Lee Insurance Services, Inc. Retirement Plan

401(k) retirement plan · Steven Lee Insurance Services, Inc.'s Steven Lee Insurance Services, Inc. Retirement Plan held $3.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Kristen Chang signed Steven Lee Insurance Services, Inc.'s 2024 Form 5500 as plan administrator.

Kristen Chang — 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

Steven Lee Insurance Services, Inc.'s EIN is 95-4325351.

EIN 95-4325351

Plan number 001

Plan year 2024

ACK ID 20251013183544NAL0002595360001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steven Lee Insurance Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Steven Lee Insurance Services, Inc.'s 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 STEVEN LEE INSURANCE SERVICES, INC..

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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 average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

STEVEN LEE INSURANCE SERVICES, INC.

EIN

all filings

Address

901 E LAS TUNAS DR · SAN GABRIEL, CA · 917761640

Phone

(626) 285-0368

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator