Original filing (PDF)20251014155245NAL0001646611001

LEE CONTRACTING, INC.

Name: LEE CONTRACTING, INC. — LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: LEE CONTRACTING, INC.

Form 5500

FILING_RECEIVED

LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

96% in single holdingNo 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)

/ 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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEE CONTRACTING, INC..

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· Constructionsee 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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