How big is Lee & Company PC's plan?

Lee & Company PC's plan reported $1.2M in assets and 5 participants for 2024.

Original filing (PDF)20250630155216NAL0029036434001

Lee & Company PC

Name: Lee & Company PC — Lee & Company PC 401(k), Form 5500 (2024)
Creator: Lee & Company PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee & Company PC 401(k)

401(k) retirement plan · Lee & Company PC's Lee & Company PC 401(k) held $1.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

JON Lee signed Lee & Company PC's 2024 Form 5500 as plan administrator.

JON Lee — 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 & Company PC's EIN is 26-0372594.

EIN 26-0372594

Plan number 001

Plan year 2024

ACK ID 20250630155216NAL0029036434001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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