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.
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.
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.
