JEFFREY W. LEE REAL ESTATE, INC. 401(k) Plan
What public Form 5500 filings show about the JEFFREY W. LEE REAL ESTATE, INC. 401(k) plan — and how to find and check your own account.
The JEFFREY W. LEE REAL ESTATE, INC. 401(k) on its latest Form 5500
JEFFREY W. LEE REAL ESTATE, INC. (EIN 04-3110324) reports JEFFREY W. LEE REAL ESTATE, INC. 401(K) PLAN on its most recent Form 5500, with $271K in plan assets across 2 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 JEFFREY W. LEE REAL ESTATE, INC. filing — schedules, fees, and providers.
Who runs the JEFFREY W. LEE REAL ESTATE, INC. 401(k)?
JEFFREY W. LEE REAL ESTATE, INC.’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 JEFFREY W. LEE REAL ESTATE, INC.HR for the recordkeeper’s name and login.
How to check your JEFFREY W. LEE REAL ESTATE, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask JEFFREY W. LEE REAL ESTATE, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).