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S&P LEE ENTERPRISE INC. — S&P LEE ENTERPRISE INC. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250618133044NAL0006345282001
S&P LEE ENTERPRISE INC.
Form 5500-SF
FILING_RECEIVED
S&P LEE ENTERPRISE INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
Late filing · 31.1 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$108K
Net assets (EOY)
$108K
Plan health score (directional)
80
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
S&P LEE ENTERPRISE INC.
.
Find decision makers
Plan sponsor
Name
S&P LEE ENTERPRISE INC.
EIN
47-1870462
Address
1688 N. MOORPARK RD. · THOUSAND OAKS, CA · 91360
Phone
(805) 557-0758
Industry
Accommodation & Food Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-06-18
Pension benefit codes
2E · Profit-sharing
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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Knocking points off
Filed 31.1 months past the 10.5-month grace window.
No active participants reported but plan still holds assets.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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