Retirement plan

THE LAW OFFICE OF ANGELA LEE, P. C. 401(K) PLAN

Name: THE LAW OFFICE OF ANGELA LEE, P.C. - THE LAW OFFICE OF ANGELA LEE, P. C. 401(K) PLAN (2025) Form 5500
Creator: THE LAW OFFICE OF ANGELA LEE, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE LAW OFFICE OF ANGELA LEE, P. C. 401(K) PLAN, THE LAW OFFICE OF ANGELA LEE, P.C.

THE LAW OFFICE OF ANGELA LEE, P.C.EIN 27-1542068Plan #001PY 2025

550 NW FRANKLIN AVENUE, SUITE 358 - BEND, OR 977031933541-678-5614

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$206K

+33.8% from 2024

Total participants

+71.4% from 2024

Average account balance

$29,488

+33.8% from 2024

Annual return

14.52%

+13.91 pp from 2024

Benchmarks

See 115,703 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort115,703 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$206K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$29K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

77.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.52%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$13

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$88

$10 / participant

Other / not subdivided$88100.0%

% of EOY assets

0.043%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,488

$154,228-80.9%

$145,433-79.7%

$137,256-78.5%

Participation rate

44.4%

83.8%-39.3pp

82.1%-37.7pp

80.0%-35.5pp

Annual return

14.52%

74.59%-60.1pp

66.58%-52.1pp

220.34%-205.8pp

Employer contribution / active EE

$4,804-100.0%

$4,554-100.0%

$4,156-100.0%

Participant deferral / active EE

$3,302

$8,216-59.8%

$7,897-58.2%

$6,407-48.5%

Admin fee / account holder

$13

$14,344-99.9%

$13,129-99.9%

$12,270-99.9%

THE LAW OFFICE OF ANGELA LEE, P. C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE LAW OFFICE OF ANGELA LEE, P. C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion