Original filing (PDF)20250414092339NAL0001647665001

LEE REALTY OF SHEBOYGAN, INC.

Name: LEE REALTY OF SHEBOYGAN, INC. — LEE REALTY SAVINGS AND RETIREMENT PLAN, Form 5500 (2024)
Creator: LEE REALTY OF SHEBOYGAN, INC.

Form 5500-SF

FILING_RECEIVED

LEE REALTY SAVINGS AND RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

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 REALTY OF SHEBOYGAN, INC..

Plan sponsor

Name

LEE REALTY OF SHEBOYGAN, INC.

EIN

39-1374630

Address

107 W MAIN ST · LITTLE CHUTE, WI · 54140

Phone

(920) 458-4103

Industry

Real Estatesee 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

2025-04-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

THE KINK TEAM, LLC

THE KINK TEAM - KELLER WILLIAMS REALTY DEFINED BENEFIT PENSION PLAN

$3.9M · 5 participants

KEVIN HILDEBRAND, INC.

HILDEBRAND 401(K) PROFIT SHARING PLAN

$3.9M · 4 participants

CALIZA LLC

CALIZA 401(K) PLAN

$3.9M · 132 participants

ALLEN ASSOCIATES PROPERTIES INC.

ALLEN ASSOCIATES PROPERTIES INC. 401 K PROFIT SHARING PLAN

$3.9M · 4 participants

GERALD L GAMBLE CO INC

AGERALD L GAMBLE INC EMPLOYEES PROFIT SHARING PLAN