What public Form 5500 filings show about the Lee Bank & Trust Company 401(k) plan — and how to find and check your own account.
Lee Bank & Trust Company (EIN 54-0279494) reports SBA DEFINED CONTRIBUTION PLAN FOR LEE BANK & TRUST on its most recent Form 5500, with $3.6M in plan assets across 41 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 & Trust Company filing — schedules, fees, and providers.
Lee Bank & Trust Company’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 Lee Bank & Trust CompanyHR for the recordkeeper’s name and login.
