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
61
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEE FINANCIAL ASSOCIATES, INC..
Plan sponsor
Name
LEE FINANCIAL ASSOCIATES, INC.
EIN
52-0899049
Address
5018 DORSEY HALL DRIVE, SUITE 204 · ELLICOTT CITY, MD · 210427746
