· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LEE FINANCE COMPANY LLC — LEE FINANCE COMPANY LLC 401K PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014194435NAL0004876208001
LEE FINANCE COMPANY LLC
Form 5500-SF
FILING_RECEIVED
LEE FINANCE COMPANY LLC 401K PLAN AND TRUST
401(k) retirement plan
Active participants
4
Accounts w/ balance
7
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LEE FINANCE COMPANY LLC
.
Find decision makers
Plan sponsor
Name
LEE FINANCE COMPANY LLC
EIN
26-3667714
Address
344 MARTIN LUTHER KING JR DR · BOGALUSA, LA · 704274503
Phone
(985) 735-6526
Industry
Finance & Insurance
see all
Plan administrator
Name
LEE FINANCE COMPANY LLC
EIN
26-3667714
City
BOGALUSA, LA
Phone
(985) 735-6526
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
LOU BUDKE'S ARROW FINANCE CO.
ARROW FINANCE COMPANY 401(K) PROFIT SHARING PLAN
$1.6M · 10 participants
QUAD FINANCE INC
QUAD FINANCE INC DEFINED BENEFIT PENSION PLAN
$1.6M · 4 participants
CENTRAL ILLINOIS LOAN
CENTRAL ILLINOIS LOAN 401(K) P/S PLAN
$1.6M · 19 participants
CASHLAND HOLDINGS, LLC
CASHLAND HOLDINGS, LLC PROFIT SHARING PLAN
$1.6M · 23 participants
SURETY CAPITAL CORPORATION
SURETY CAPITAL CORPORATION 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.6M · 19 participants
VELOCITY SBA, LLC
VELOCITY SBA, LLC 401K PLAN
$1.6M · 28 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants