How big is Lee & Breen LLC's plan?

Lee & Breen LLC's plan reported $120K in assets and 2 participants for 2024.

Original filing (PDF)20250717161510NAL0000333187003

Lee & Breen LLC

Name: Lee & Breen LLC — Lee & Breen Safe Harbor 401(k), Form 5500 (2024)
Creator: Lee & Breen LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee & Breen Safe Harbor 401(k)

401(k) retirement plan · Lee & Breen LLC's Lee & Breen Safe Harbor 401(k) held $120K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$120K

Net assets (EOY)

$120K

People on this filing

John Lee signed Lee & Breen LLC's 2024 Form 5500 as plan administrator.

John Lee — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lee & Breen LLC's EIN is 45-4020708.

EIN 45-4020708

Plan number 001

Plan year 2024

ACK ID 20250717161510NAL0000333187003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lee & Breen LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lee & Breen LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEE & BREEN LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score