Lee Financial & Insurance Service, Inc. (EIN 20-0831470) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $534K in plan assets and 9 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Lee Financial 401(k) Plan | 001 | 9 | $534K |
20-0831470 is the Employer Identification Number (EIN) Lee Financial & Insurance Service, 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 Ohio EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
