How big is ANN Lee Management, Inc.'s plan?

ANN Lee Management, Inc.'s plan reported $938K in assets and 10 participants for 2024.

Original filing (PDF)20250728074435NAL0001642817001

ANN Lee Management, Inc.

Name: ANN Lee Management, Inc. — ANN Lee & Associates, Form 5500 (2024)
Creator: ANN Lee Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ANN Lee & Associates 401(k) Plan

401(k) retirement plan · ANN Lee Management, Inc.'s ANN Lee & Associates 401(k) Plan held $938K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$938K

Net assets (EOY)

$938K

People on this filing

Mary Cole signed ANN Lee Management, Inc.'s 2024 Form 5500 as plan administrator.

Mary Cole — 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

ANN Lee Management, Inc.'s EIN is 20-8121989.

EIN 20-8121989

Plan number 001

Plan year 2024

ACK ID 20250728074435NAL0001642817001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ANN Lee Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

Helping the score