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ROBERT E. LEE MEMORIAL ASSOCIATION INC. — STRATFORD HALL 403B PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250124134724NAL0005040867001
ROBERT E. LEE MEMORIAL ASSOCIATION INC.
Form 5500-SF
FILING_RECEIVED
STRATFORD HALL 403B PLAN
403(b) retirement plan
Active participants
51
Accounts w/ balance
33
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
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
ROBERT E. LEE MEMORIAL ASSOCIATION INC.
.
Find decision makers
Plan sponsor
Name
ROBERT E. LEE MEMORIAL ASSOCIATION INC.
EIN
54-0536105
Address
483 GREAT HOUSE RD · STRATFORD, VA · 22558
Phone
(804) 493-1977
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-01-24
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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GLOBAL FINANCIAL INTEGRITY
GLOBAL FINANCIAL INTEGRITY 403(B)
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Knocking points off
65% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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