Back to filter
Original filing (PDF)20251027102028NAL0005699585001
LEE ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
LEE ENTERPRISES, INCORPORATED PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
225
Accounts w/ balance
—
Plan assets (EOY)
$181.6M
Net assets (EOY)
$181.6M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 62 bps in Schedule C fees — 519% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEE ENTERPRISES, INC..
Plan sponsor
Name
LEE ENTERPRISES, INC.
EIN
42-0823980
Address
4600 E 53RD STREET · DAVENPORT, IA · 52807
Phone
(563) 383-2182
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-12-29
Tax period
2024-12-28
Filed
2025-10-27
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING INC. | 22-2232264 | — | NONE | $931K | — |
| MERCER | 13-2834414 | — | NONE | $64K | — |
| COHNREZNICK LLP | 33-4144829 | — | NONE | $60K | — |
| STATE STREET | 04-1867445 | — | NONE | $53K | — |
| GROOM LAW GROUP | 52-1219029 | — | NONE | $10K | — |
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | NONE | $5K | — |
Investments
1 pooled fund· $181.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PULITZER, INC. MASTER TRUST PULITZER, INC. · EIN 43-1819711 / PN 001 | Master Trust | $181.6M | 100.0% |
Related plans
Other plans using AON CONSULTING INC.
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST
$23.7B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
Similar-size Information / Tech / Media plans
STAR TRIBUNE MEDIA COMPANY LLC
STAR TRIBUNE 401(K) RETIREMENT SAVINGS PLAN
$171.9M · 708 participants
THE PHILADELPHIA INQUIRER, PBC
THE PHILADELPHIA INQUIRER, PBC 401(K) RETIREMENT PLAN
$191.4M · 463 participants
MEDIA GUILD RETIREMENT PLAN
MEDIA GUILD RETIREMENT PLAN
$169.0M · 30 participants
NANTMEDIA HOLDINGS, LLC
CALIFORNIA TIMES 401(K) PLAN
$168.8M · 685 participants
TRIBUNE PUBLISHING COMPANY
TRIBUNE PUBLISHING COMPANY 401(K) PLAN
$196.3M · 1,044 participants
TIMES PUBLISHING COMPANY
TIMES PUBLISHING COMPANY PROFIT-SHARING & TAX-DEFERRED SAVINGS PLAN
$199.4M · 235 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B