Lee & Mason Financial Services, Inc. (EIN 14-1722170) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $28.9M in plan assets and 437 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Lee & Mason Financial Services, Inc. 401(k) Plan | 002 | 167 | $28.9M |
| Lee & Mason Financial Services Inc. | 501 | 113 | $0 |
| Lee & Mason Financial Services Inc. | 502 | 157 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
14-1722170 is the Employer Identification Number (EIN) Lee & Mason Financial Services, Inc. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on New York EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
