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LEE CONTRACTING, INC. — LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014155245NAL0001646611001
LEE CONTRACTING, INC.
Form 5500
FILING_RECEIVED
LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
96% in single holding
No recordkeeper disclosed
Active participants
527
Accounts w/ balance
615
Plan assets (EOY)
$250.5M
Net assets (EOY)
$245.6M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LEE CONTRACTING, INC.
.
Find decision makers
Plan sponsor
Name
LEE CONTRACTING, INC.
EIN
38-3243830
Address
631 CESAR E CHAVEZ AVE · PONTIAC, MI · 48342
Phone
(248) 332-4646
Industry
Electrical Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2I · Stock bonus
2K · 401(m) arrangement
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
Service providers (Schedule C)
No Schedule C providers reported
Investments
2 direct securities
· $250.5M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Lee Contracting, Inc.
—
—
$10.3M
$239.2M
95.5%
Morgan Stanley Private Bank NA
—
—
$11.2M
$11.2M
4.5%
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Knocking points off
Top holding "Lee Contracting, Inc." is 96% of plan.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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