How big is Lee's ROTO-Rooter Service, Inc.'s plan?

Lee's ROTO-Rooter Service, Inc.'s plan reported $715K in assets and 5 participants for 2024.

Original filing (PDF)20251007124215NAL0002678227001

Lee's ROTO-Rooter Service, Inc.

Name: Lee's ROTO-Rooter Service, Inc. — Lee's ROTO-Rooter, Form 5500 (2024)
Creator: Lee's ROTO-Rooter Service, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee's ROTO-Rooter Service, Inc. 401(k) Plan

401(k) retirement plan · Lee's ROTO-Rooter Service, Inc.'s Lee's ROTO-Rooter Service, Inc. 401(k) Plan held $715K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$715K

Net assets (EOY)

$715K

Plan identifiers

Lee's ROTO-Rooter Service, Inc.'s EIN is 39-1567247.

EIN 39-1567247

Plan number 002

Plan year 2024

ACK ID 20251007124215NAL0002678227001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lee's ROTO-Rooter Service, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lee's ROTO-Rooter Service, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEE'S ROTO-ROOTER SERVICE, INC..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

LEE'S ROTO-ROOTER SERVICE, INC.

EIN

all filings

Address

4808 IVYWOOD TRL · MCFARLAND, WI · 53558

Phone

(608) 256-5189

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator