What public Form 5500 filings show about the ALEX Lee, Inc. 401(k) plan — and how to find and check your own account.
ALEX Lee, Inc. (EIN 56-1780605) reports ALEX LEE, INC. AND AFFILIATES RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $323.1M in plan assets across 10,743 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full ALEX Lee, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is T. Rowe Price, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ALEX Lee, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EPIC, ALIGHT SOLUTIONS, PRINCIPAL CUSTODY SOLUTIONS, MILLIMAN, WESTBROOK REALTY MANAGEMENT XI L P, AON INVESTMENTS USA.
