Retirement plan

DR. MATTHEW B. LEE OD INC. 401(K) PROFIT SHARING PLAN

Name: DR. MATTHEW B. LEE OD INC. - DR. MATTHEW B. LEE OD INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: DR. MATTHEW B. LEE OD INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DR. MATTHEW B. LEE OD INC. 401(K) PROFIT SHARING PLAN, DR. MATTHEW B. LEE OD INC.

DR. MATTHEW B. LEE OD INC.EIN 84-3303572Plan #001PY 2025

708 WEST 20TH, SUITE A - MERCED, CA 95340209-384-2335

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$324K

+51.2% from 2024

Total participants

-7.1% from 2024

Average account balance

$32,390

+66.3% from 2024

Annual return

22.07%

+5.33 pp from 2024

Benchmarks

See 79,137 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort79,137 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$324K

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$65K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+22.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$455

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$5K

$455 / participant

Other / not subdivided$5K100.0%

% of EOY assets

1.405%

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

$32,390

$172,111-81.2%

$150,298-78.4%

$137,256-76.4%

Participation rate

70.0%

81.7%-11.7pp

77.8%-7.8pp

80.0%-10.0pp

Annual return

22.07%

69.37%-47.3pp

62.79%-40.7pp

220.34%-198.3pp

Employer contribution / active EE

$2,355

$4,636-49.2%

$4,154-43.3%

$4,156-43.3%

Participant deferral / active EE

$4,187

$6,166-32.1%

$5,453-23.2%

$6,407-34.7%

Admin fee / account holder

$455

$16,471-97.2%

$14,116-96.8%

$12,270-96.3%

DR. MATTHEW B. LEE OD INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DR. MATTHEW B. LEE OD INC. 401(K) PROFIT SHARING 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