How big is Robert E. Lee Memorial Association Inc.'s plan?

Robert E. Lee Memorial Association Inc.'s plan reported $1.2M in assets and 51 participants for 2023.

Original filing (PDF)20250124134724NAL0005040867001

Robert E. Lee Memorial Association Inc.

Name: Robert E. Lee Memorial Association Inc. — Form 5500 Plan 002 (2023)
Creator: Robert E. Lee Memorial Association Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stratford Hall 403(b) Plan

403(b) retirement plan · Robert E. Lee Memorial Association Inc.'s Stratford Hall 403(b) Plan held $1.2M in plan assets for 51 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Alicia Salyer signed Robert E. Lee Memorial Association Inc.'s 2023 Form 5500 as plan administrator.

Alicia Salyer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Robert E. Lee Memorial Association Inc.'s EIN is 54-0536105.

EIN 54-0536105

Plan number 002

Plan year 2023

ACK ID 20250124134724NAL0005040867001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Robert E. Lee Memorial Association Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Robert E. Lee Memorial Association Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT E. LEE MEMORIAL ASSOCIATION INC..

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Plan health score

Above-average plan

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

Knocking points off