· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JOSEPH LEE & ASSOCIATES, LLC — JOSEPH LEE & ASSOCIATES, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015142200NAL0009702658001
JOSEPH LEE & ASSOCIATES, LLC
Form 5500-SF
FILING_RECEIVED
JOSEPH LEE & ASSOCIATES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
70
Accounts w/ balance
56
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JOSEPH LEE & ASSOCIATES, LLC
.
Find decision makers
Plan sponsor
Name
JOSEPH LEE & ASSOCIATES, LLC
EIN
45-3708931
Address
800 WEST BROADWAY, SUITE 200 · MONONA, WI · 53713
Phone
(608) 241-9500
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3B · Covers self-employed individuals
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 Professional & Technical Services plans
NICHOLAS MELONE ARCHITECTS
NICHOLAS MELONE ARCHITECTS 401(K) RETIREMENT PLAN
$2.5M · 10 participants
LORN TRYK ARCHITECTS, P.C.
LORN TRYK ARCHITECTS, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST
$2.5M · 3 participants
ANDREOZZI ARCHITECTS
ANDREOZZI ARCHITECTS RETIREMENT PLAN
$2.5M · 5 participants
NEXT ARCHITECTURE, LP
NEXT ARCHITECTURE LP 401(K) PROFIT SHARING PLAN
$2.5M · 15 participants
SA GROUP, LLC
ANCORA - MEP
$2.5M · 12 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
NEWMAN DESIGN ARCHITECTS PLLC
NEWMAN DESIGN 401K PLAN
$2.5M · 14 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B
