How big is Lee Academy's plan?

Lee Academy's plan reported $1.0M in assets and 34 participants for 2024.

Original filing (PDF)20250721084324NAL0000525683001

Lee Academy

Name: Lee Academy — Lee Academy 403 (B) Plan, Form 5500 (2024)
Creator: Lee Academy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee Academy 403 (B) Plan

403(b) retirement plan · Lee Academy's Lee Academy 403 (B) Plan held $1.0M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

David Dodge signed Lee Academy's 2024 Form 5500 as plan administrator.

David Dodge — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lee Academy's EIN is 01-0237244.

EIN 01-0237244

Plan number 001

Plan year 2024

ACK ID 20250721084324NAL0000525683001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lee Academy from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lee Academy's plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEE ACADEMY.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

LEE ACADEMY

EIN

all filings

Address

26 WINN ROAD · LEE, ME · 044554214

Phone

(207) 738-2252

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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