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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

LEE BANK 401(k) Plan

What public Form 5500 filings show about the LEE BANK 401(k) plan — and how to find and check your own account.

Plan assets
$19.5M
Participants
121
Plans on file
1

The LEE BANK 401(k) on its latest Form 5500

LEE BANK (EIN 04-3158399) reports LEE BANK 401(K) PLAN on its most recent Form 5500, with $19.5M in plan assets across 121 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 BANK filing — schedules, fees, and providers.

Who runs the LEE BANK 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your LEE BANK 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MMLIS, EMPOWER ADVISORY GROUP, STRATEGIC PENSION SERVICES.

How to check your LEE BANK 401(k)

  • Log in to Empower’s participant portal (the site on your statements).
  • Ask LEE BANK 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).
More on this employer: LEE BANK — all Form 5500 filings (EIN 04-3158399) · Massachusetts employer EIN lookup · Form 5500 search
LEE BANK 401(k) Plan — Form 5500