How big is Cattail, Inc. DBA Lee Agency's plan?

Cattail, Inc. DBA Lee Agency's plan reported $7.0M in assets and 57 participants for 2024.

Original filing (PDF)20250606104955NAL0021478384001

Cattail, Inc. DBA Lee Agency

Name: Cattail, Inc. DBA Lee Agency — Cattail, Inc. 401(k), Form 5500 (2024)
Creator: Cattail, Inc. DBA Lee Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cattail, Inc. 401(k) Plan

401(k) retirement plan · Cattail, Inc. DBA Lee Agency's Cattail, Inc. 401(k) Plan held $7.0M in plan assets for 57 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

Plan identifiers

Cattail, Inc. DBA Lee Agency's EIN is 47-1189314.

EIN 47-1189314

Plan number 001

Plan year 2024

ACK ID 20250606104955NAL0021478384001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cattail, Inc. DBA Lee Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cattail, Inc. DBA Lee Agency's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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