How big is Lee Bank & Trust Company's plan?

Lee Bank & Trust Company's plan reported $3.6M in assets and 41 participants for 2024.

Original filing (PDF)20250818102112NAL0002170114001

Lee Bank & Trust Company

Name: Lee Bank & Trust Company — SBA Defined Contribution, Form 5500 (2024)
Creator: Lee Bank & Trust Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SBA Defined Contribution Plan for Lee Bank & Trust

401(k) retirement plan · Lee Bank & Trust Company's SBA Defined Contribution Plan for Lee Bank & Trust held $3.6M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Claire Pollock signed Lee Bank & Trust Company's 2024 Form 5500 as plan administrator.

Claire Pollock — Plan Administrator — Form 5500 signer
Michelle D Miller — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lee Bank & Trust Company's EIN is 54-0279494.

EIN 54-0279494

Plan number 002

Plan year 2024

ACK ID 20250818102112NAL0002170114001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lee Bank & Trust Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lee Bank & Trust Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEE BANK & TRUST COMPANY.

Finding similar companies…

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