Original filing (PDF)20260521093713NAL0004951458001

Lee Columbus, LLC DBA Lee & Associates - Columbus

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

Form 5500-SF

FILING_RECEIVED

Lee Columbus, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Lee Columbus, LLC DBA Lee & Associates - Columbus' Lee Columbus, LLC 401(k) Profit Sharing Plan held $3.8M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

LEE COLUMBUS, LLC DBA LEE & ASSOCIATES - COLUMBUS

EIN

47-3171436all filings

Address

6175 EMERALD PARKWAY · DUBLIN, OH · 43016

Phone

(614) 923-3300

Industry

Real Estate

Plan administrator