How big is Benjamin Lee Insurance Agency, LLC.'s plan?

Benjamin Lee Insurance Agency, LLC.'s plan reported $109K in assets and 5 participants for 2024.

Original filing (PDF)20251014160546NAL0006793906001

Benjamin Lee Insurance Agency, LLC.

Name: Benjamin Lee Insurance Agency, LLC. — Benjamin Lee, Form 5500 (2024)
Creator: Benjamin Lee Insurance Agency, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Benjamin Lee Insurance Agency Retirement

401(k) retirement plan · Benjamin Lee Insurance Agency, LLC.'s Benjamin Lee Insurance Agency Retirement held $109K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$109K

Net assets (EOY)

$109K

People on this filing

Benjamin Lee signed Benjamin Lee Insurance Agency, LLC.'s 2024 Form 5500 as plan administrator.

Benjamin 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

Benjamin Lee Insurance Agency, LLC.'s EIN is 30-0567557.

EIN 30-0567557

Plan number 001

Plan year 2024

ACK ID 20251014160546NAL0006793906001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Benjamin Lee Insurance Agency, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Benjamin Lee Insurance Agency, LLC.'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 BENJAMIN LEE INSURANCE AGENCY, LLC..

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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