What public Form 5500 filings show about the Cattail, Inc. DBA Lee Agency 401(k) plan — and how to find and check your own account.
Cattail, Inc. DBA Lee Agency (EIN 47-1189314) reports CATTAIL, INC. 401(K) PLAN on its most recent Form 5500, with $7.0M in plan assets across 57 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 Cattail, Inc. DBA Lee Agency filing — schedules, fees, and providers.
Cattail, Inc. DBA Lee Agency’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Cattail, Inc. DBA Lee AgencyHR for the recordkeeper’s name and login.
