Thomas Forese, Jr. signed Lee Bank's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lee Bank's EIN is 04-3158399.
Download the official 2023 Form 5500 (PDF) for Lee Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Lee Bank's plan includes a frozen benefit (no new accruals).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| SBERA COMMON AND COLLECTIVE TRUST SBERA · EIN 04-2004337 / PN 001 | Common Collective Trust | $4.6M | 100.0% |
