Patrick Regan signed RJ Lee Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RJ Lee Group, Inc.'s EIN is 25-1375815.
Download the official 2024 Form 5500 (PDF) for RJ Lee Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RJ Lee Group, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORD KEEPER | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BILKEYKATZ INVESTMENT CONSULTANTS | 13-4226829 | — | SERVICE PROVIDER | $0 | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
