ALEX CORL signed The Lee Company's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Lee Company's EIN is 06-0639381.
Download the official 2023 Form 5500 (PDF) for The Lee Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Lee Company's plan includes profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $235.4M | 52.4% | |
| [Assets held in pooled separate account] | Other | — | — | $150.9M | 33.6% | |
| VOYA GROUP ANNUITY CONTRACT-STABLIZ VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 007 | Pooled Separate Account | — | — | $150.9M | 33.6% | |
| [Assets held in common collective trust] | Other | — | — | $44.7M | 9.9% | |
| PRINCIPAL/BLACKROCK S&P MIDCAP SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $21.5M | 4.8% | |
| PRINCIPAL/BLACKROCK S&P 500 INDEX SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $16.9M | 3.8% | |
| PRINCIPAL/BLACKROCK BOND INDEX FD SEI TRUST COMPANY · EIN 94-3226244 / PN 001 | Common Collective Trust | — | — | $6.3M | 1.4% |
