LEE & MASON FINANCIAL SERVICES, INC 401(k) Plan
What public Form 5500 filings show about the LEE & MASON FINANCIAL SERVICES, INC 401(k) plan — and how to find and check your own account.
The LEE & MASON FINANCIAL SERVICES, INC 401(k) on its latest Form 5500
LEE & MASON FINANCIAL SERVICES, INC (EIN 14-1722170) reports LEE & MASON FINANCIAL SERVICES, INC. 401(K) PLAN on its most recent Form 5500, with $28.9M in plan assets across 167 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 LEE & MASON FINANCIAL SERVICES, INC filing — schedules, fees, and providers.
Who runs the LEE & MASON FINANCIAL SERVICES, INC 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your LEE & MASON FINANCIAL SERVICES, INC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, NBT BANCORP N A, WEAVER CAPITAL MANAGEMENT, CHARLES SCHWAB & CO, CERITY PARTNERS.
How to check your LEE & MASON FINANCIAL SERVICES, INC 401(k)
- Log in to EPIC Retirement Plan Services’s participant portal (the site on your statements).
- Ask LEE & MASON FINANCIAL SERVICES, 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).