Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

THE LEE ACCOUNTANCY GROUP, INC. 401(k) Plan

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

Plan assets
$184K
Participants
3
Plans on file
1

The THE LEE ACCOUNTANCY GROUP, INC. 401(k) on its latest Form 5500

THE LEE ACCOUNTANCY GROUP, INC. (EIN 80-0387122) reports THE LEE ACCOUNTANCY GROUP, INC. 401(K) PLAN & TRUST on its most recent Form 5500, with $184K in plan assets across 3 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 THE LEE ACCOUNTANCY GROUP, INC. filing — schedules, fees, and providers.

Who runs the THE LEE ACCOUNTANCY GROUP, INC. 401(k)?

THE LEE ACCOUNTANCY GROUP, 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 THE LEE ACCOUNTANCY GROUP, INC.HR for the recordkeeper’s name and login.

How to check your THE LEE ACCOUNTANCY GROUP, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask THE LEE ACCOUNTANCY GROUP, 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).
More on this employer: THE LEE ACCOUNTANCY GROUP, INC. — all Form 5500 filings (EIN 80-0387122) · California employer EIN lookup · Form 5500 search
THE LEE ACCOUNTANCY GROUP, INC. 401(k) Plan — Form 5500