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Original filing (PDF)20250917101403NAL0000179523001
LEE COUNTY ELECTRIC COOPERATIVE, INC.
Form 5500
FILING_RECEIVED
LCEC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
461
Accounts w/ balance
550
Plan assets (EOY)
$67.6M
Net assets (EOY)
$67.6M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEE COUNTY ELECTRIC COOPERATIVE, INC..
Plan sponsor
Name
LEE COUNTY ELECTRIC COOPERATIVE, INC.
EIN
59-0329555
Address
4980 BAYLINE DRIVE · NORTH FORT MYERS, FL · 33918
Phone
(239) 995-2121
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
3F · Sponsor used leased employees
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MCNAIR, MCLEMORE, MIDDLEBROOKS & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY CLIENT | $12K | — |
Investments
30 direct securities · 1 pooled fund· $74.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$61.2M
29 holdings
Common Collective Trusts
$6.4M
1 holding
Common Collective Trust
$6.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | — | — | — | $10.4M | 15.4% | |
| Gallard Stable Return Fund Common/Collective Fund | Common Collective Trusts | — | — | $6.4M | 9.5% | |
| WELLS FARGO STABLE VALUE FUND C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $6.4M | 9.5% | |
| JP Morgan Large Growth Mutual Fund | — | — | — | $6.0M | 8.8% | |
| American Funds 2030 TD Ret R5E Mutual Fund | — | — | — | $5.1M | 7.5% | |
| JPMorgan Equity Income Fund Class I Mutual Fund | — | — | — | $4.7M | 7.0% | |
| American Funds 2035 TD Ret R5E Mutual Fund | — | — | — | $3.7M | 5.4% | |
| American Funds 2045 TD Ret R5E Mutual Fund | — | — | — | $3.6M | 5.3% | |
| T. Rowe Price Mid Cap Growth Fund Adv. Class Mutual Fund | — | — | — | $3.3M | 4.9% | |
| American Funds 2025 TD Ret R5E Mutual Fund | — | — | — | $3.0M | 4.5% | |
| American Funds 2040 TD Ret R5E Mutual Fund | — | — | — | $2.8M | 4.2% | |
| American Funds 2050 TD Ret R5E Mutual Fund | — | — | — | $1.7M | 2.5% | |
| American Funds 2020 TD Ret R5E Mutual Fund | — | — | — | $1.6M | 2.3% | |
| Allspring Core Plus Bond Inst. Mutual Fund | — | — | — | $1.3M | 2.0% | |
| American Funds 2055 TD Ret R5E Mutual Fund | — | — | — | $1.3M | 2.0% | |
| MFS International Growth Mutual Fund | — | — | — | $1.3M | 1.9% | |
| Maturing at Various Dates Through December 2029 | — | — | — | $1.2M | 1.8% | |
| Vanguard Total Int. Stock Index Fund Admiral Mutual Fund | — | — | — | $1.2M | 1.8% | |
| Vanguard Extended Market Index Fund Adm. Mutual Fund | — | — | — | $1.1M | 1.7% | |
| American Funds 2060 TD Ret R5E Mutual Fund | — | — | — | $1.1M | 1.6% | |
| JPMorgan Mid Cap Value Fund Class R6 Mutual Fund | — | — | — | $1.0M | 1.5% | |
| Vanguard Short-Term Bond Index Fund Adm. Mutual Fund | — | — | — | $956K | 1.4% | |
| Lessor, or Similar Party Investments Cost Value Mutual Funds ClearBridge Small Cap Growth Fund Class I Mutual Fund | — | — | — | $944K | 1.4% | |
| Nuveen Real Estate Securities Fund Class I Mutual Fund | — | — | — | $838K | 1.2% | |
| Undiscovered Managers Behavioral Value Class R Mutual Fund | — | — | — | $773K | 1.1% | |
| PIMCO Real Return Mutual Fund | — | — | — | $648K | 1.0% | |
| American Funds 2010 TD Ret R5E Mutual Fund | — | — | — | $580K | 0.9% | |
| American Funds 2065 TD Ret R5E Mutual Fund | — | — | — | $453K | 0.7% | |
| InGQG Partners Emerg Mkts Eq R6 Mutual Fund | — | — | — | $285K | 0.4% | |
| Oakmark International Fund Investor Class Mutual Fund | — | — | — | $158K | 0.2% | |
| American Funds 2015 TD Ret R5E Mutual Fund | — | — | — | $25K | <0.1% |
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