How big is Frances M. Lee, D.D.S., Inc.'s plan?

Frances M. Lee, D.D.S., Inc.'s plan reported $3.5M in assets and 4 participants for 2024.

Original filing (PDF)20250409105911NAL0012145843001

Frances M. Lee, D.D.S., Inc.

Name: Frances M. Lee, D.D.S., Inc. — Frances M. Lee, Form 5500 (2024)
Creator: Frances M. Lee, D.D.S., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Frances M. Lee, D.D.S., Inc. 401(k) Plan

401(k) retirement plan · Frances M. Lee, D.D.S., Inc.'s Frances M. Lee, D.D.S., Inc. 401(k) Plan held $3.5M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Frances M. Lee, D.D.S., Inc.'s EIN is 99-0292821.

EIN 99-0292821

Plan number 002

Plan year 2024

ACK ID 20250409105911NAL0012145843001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Frances M. Lee, D.D.S., Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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