How big is Robert Lee & Associates LLP's plan?

Robert Lee & Associates LLP's plan reported $3.7M in assets and 73 participants for 2023.

Original filing (PDF)20240416142412NAL0002052466001

Robert Lee & Associates LLP

Name: Robert Lee & Associates LLP — Robert Lee &, Form 5500 (2023)
Creator: Robert Lee & Associates LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert Lee & Associates LLP 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Robert Lee & Associates LLP's Robert Lee & Associates LLP 401(k) Profit Sharing Plan & Trust held $3.7M in plan assets for 73 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Robert Lee signed Robert Lee & Associates LLP's 2023 Form 5500 as plan administrator.

Robert 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

Robert Lee & Associates LLP's EIN is 27-1155496.

EIN 27-1155496

Plan number 001

Plan year 2023

ACK ID 20240416142412NAL0002052466001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Robert Lee & Associates LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Robert Lee & Associates LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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