Original filing (PDF)20240930101904NAL0009224576002

LEE & ASSOCIATES

Name: LEE & ASSOCIATES — LEE & ASSOCIATES 401K PLAN, Form 5500 (2023)
Creator: LEE & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

LEE & ASSOCIATES 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$687K

Net assets (EOY)

$687K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEE & ASSOCIATES.

Plan sponsor

Name

LEE & ASSOCIATES

EIN

27-0346259

Address

669 RIVER DR. · SUIRE 201 · ELMWOOD PARK, NJ · 07407

Phone

(973) 337-1144

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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