How big is Lee & Associates - Central Florida, LLC's plan?

Lee & Associates - Central Florida, LLC's plan reported $1.6M in assets and 7 participants for 2025.

Original filing (PDF)20260512134312NAL0008586592001

Lee & Associates - Central Florida, LLC

Name: Lee & Associates - Central Florida, LLC — Form 5500 Plan 001 (2025)
Creator: Lee & Associates - Central Florida, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee & Associates - Central Florida, LLC 401(k) Plan

401(k) retirement plan · Lee & Associates - Central Florida, LLC's Lee & Associates - Central Florida, LLC 401(k) Plan held $1.6M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Lee & Associates - Central Florida, LLC's EIN is 45-4902476.

EIN 45-4902476

Plan number 001

Plan year 2025

ACK ID 20260512134312NAL0008586592001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lee & Associates - Central Florida, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lee & Associates - Central Florida, 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 & ASSOCIATES - CENTRAL FLORIDA, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score