# James Y Lee Dds PC 401(k) Plan
Source: https://planprovider.pro/companies/james-y-lee-dds-pc-plan

> James Y Lee Dds PC's 401(k) plan: 24 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** James Y Lee Dds PC

- **Sponsor EIN:** 204091631

- **Sponsor Address:** 5690 MAIN STREET, SPRINGFIELD, OR, 97478

- **Plan Type:** 401(k)

- **Total Participants:** 24

- **Total Assets:** $2.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|24|$2.7M|$12,558|$27,202|

| 2023|33|$2.4M|$52,285|$97,608|

| 2022|32|$1.9M|$49,456|$85,328|

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