Back to filter
Original filing (PDF)20251015155014NAL0010466978001
LEE ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
LEE ENTERPRISES, INC. EMPLOYEES RETIREMENT ACCOUNT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,158
Accounts w/ balance
5,714
Plan assets (EOY)
$441.6M
Net assets (EOY)
$441.6M
How this plan invests
This plan
13 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
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 ST. · DAVENPORT, IA · 52807
Phone
(563) 383-2182
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
018
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
COHNREZNICK, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROOM LAW GROUP CHARTERED | — | WASHINGTON, DC | NONE | $52K | — |
| COHNREZNICK LLP | — | BOSTON, MA | NONE | $34K | — |
| MERCER (US) INC | — | CHICAGO, IL | NONE | $26K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $24K | — |
| MARSH & MCLENNAN COMPANIES INC | — | CHICAGO, IL | NONE | $12K | — |
Investments
14 direct securities · 13 pooled funds· $441.6M(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.
Common Collective Trust
$336.3M
13 holdings
Uncategorized
$105.3M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMCB SMARTRETIREMENT DRE 2030 CF JPMORGAN CHASE BANK · EIN 20-3063387 / PN 001 | Common Collective Trust | — | — | $72.5M | 16.4% | |
| JPMCB SMARTRETIREMENT DRE 2025 CF JPMORGAN CHASE BANK · EIN 20-5819098 / PN 001 | Common Collective Trust | — | — | $60.4M | 13.7% | |
| JPMCB SMARTRETIREMENT DRE 2035 CF JPMORGAN CHASE BANK · EIN 20-5819181 / PN 001 | Common Collective Trust | — | — | $43.9M | 9.9% | |
| JPMCB SMARTRETIREMENT DRE 2040 CF JPMORGAN CHASE BANK · EIN 20-3063440 / PN 001 | Common Collective Trust | — | — | $40.3M | 9.1% | |
| JPMCB SMARTRETIREMENT DRE 2020 CF JPMORGAN CHASE BANK · EIN 20-3063359 / PN 001 | Common Collective Trust | — | — | $36.9M | 8.4% | |
| VANGUARD INSTITUTIONAL INDEX FUND | — | — | — | $31.2M | 7.1% | |
| JPMCB SMARTRETIREMENT DRE INCOME CF JPMORGAN CHASE BANK · EIN 20-3063490 / PN 001 | Common Collective Trust | — | — | $27.5M | 6.2% | |
| NUVEEN WINSLOW LARGE-CAP GROWTH ESG I | — | — | — | $23.2M | 5.3% | |
| JPMCB SMARTRETIREMENT DRE 2045 CF JPMORGAN CHASE BANK · EIN 20-5819388 / PN 001 | Common Collective Trust | — | — | $22.2M | 5.0% | |
| JPMCB SMARTRETIREMENT DRE 2050 CF JPMORGAN CHASE BANK · EIN 20-5819476 / PN 001 | Common Collective Trust | — | — | $15.2M | 3.4% | |
| Vanguard Federal Money Market Inv | — | — | — | $12.4M | 2.8% | |
| DODGE & COX STOCK FUND CLASS X | — | — | — | $8.8M | 2.0% | |
| VANGUARD SMALL CAP INDEX I | — | — | — | $7.8M | 1.8% | |
| JPMCB SMARTRETIREMENT DRE 2055 CF JPMORGAN CHASE BANK · EIN 45-5595944 / PN 001 | Common Collective Trust | — | — | $6.7M | 1.5% | |
| JPMCB SMARTRETIREMENT DRE 2060 CF JPMORGAN CHASE BANK · EIN 81-3221155 / PN 001 | Common Collective Trust | — | — | $4.9M | 1.1% | |
| VANGUARD TOTAL BOND MARKET INDEX INST | — | — | — | $4.8M | 1.1% | |
| ALLSPRING SMALL COMPANY GROWTH R6 | — | — | — | $4.5M | 1.0% | |
| FIDELITY DIVERSIFIED INTL K6 | — | — | — | $4.0M | 0.9% | |
| Participant loans | — | — | — | $3.1M | 0.7% | |
| WESTERN ASSET CORE PLUS BOND CL R3 GREAT GRAY TRUST COMPANY, LLC · EIN 82-4391232 / PN 374 | Common Collective Trust | — | — | $2.8M | 0.6% | |
| WELLINGTON CIF II SMALL CAP VALUE S WELLINGTON TRUST COMPANY, N.A. · EIN 04-6913417 / PN 122 | Common Collective Trust | — | — | $2.5M | 0.6% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL | — | — | — | $2.2M | 0.5% | |
| BAIRD SHORT-TERM BOND INST | — | — | — | $1.6M | 0.4% | |
| RBC EMERGING MARKETS EQUITY I | — | — | — | $1.4M | 0.3% | |
| JPMCB SMARTRETIREMENT DRE 2065 CF JPMORGAN CHASE BANK · EIN 92-0307615 / PN 001 | Common Collective Trust | — | — | $469K | 0.1% | |
| PRINCIPAL DIVERSIFIED REAL ASSET R6 | — | — | — | $100K | <0.1% | |
| Lee Enterprises, Inc. | — | — | — | $408 | <0.1% |