How big is Lee Kaess PLLC's plan?

Lee Kaess PLLC's plan reported $3.4M in assets and 16 participants for 2024.

Original filing (PDF)20250722123324NAL0001340403001

Lee Kaess PLLC

Name: Lee Kaess PLLC — Lee Kaess PLLC 401(k) Retirement, Form 5500 (2024)
Creator: Lee Kaess PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee Kaess PLLC 401(k) Retirement Plan

401(k) retirement plan · Lee Kaess PLLC's Lee Kaess PLLC 401(k) Retirement Plan held $3.4M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Lee Kaess PLLC's EIN is 46-0610442.

EIN 46-0610442

Plan number 001

Plan year 2024

ACK ID 20250722123324NAL0001340403001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lee Kaess PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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