Original filing (PDF)20250722123324NAL0001340403001

LEE KAESS PLLC

Name: LEE KAESS PLLC — LEE KAESS PLLC 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: LEE KAESS PLLC

Form 5500-SF

FILING_RECEIVED

LEE KAESS PLLC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEE KAESS PLLC.

Plan sponsor

Name

LEE KAESS PLLC

EIN

46-0610442

Address

3414 WRIGHTSVILLE AVENUE · WILMINGTON, NC · 28403

Phone

(910) 399-3447

Industry

Law Offices· Professional & Technical Servicessee 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

2025-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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