What public Form 5500 filings show about the Lee Johnson Capital Management, L.L.C. DBA Overridge Wealth Advisors 401(k) plan — and how to find and check your own account.
Lee Johnson Capital Management, L.L.C. DBA Overridge Wealth Advisors (EIN 26-2503106) reports LEE JOHNSON CAPITAL MANAGEMENT, L.L.C.PROFIT SHARING PLAN on its most recent Form 5500, with $2.7M in plan assets across 7 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 Johnson Capital Management, L.L.C. DBA Overridge Wealth Advisors filing — schedules, fees, and providers.
Lee Johnson Capital Management, L.L.C. DBA Overridge Wealth Advisors’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 Johnson Capital Management, L.L.C. DBA Overridge Wealth AdvisorsHR for the recordkeeper’s name and login.
