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LEE FINANCE COMPANY LLC — LEE FINANCE COMPANY LLC 401K PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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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
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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
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