Original filing (PDF)20250526120202NAL0005060929001

LEE WESLEY AND ASSOCIATES, LLC

Name: LEE WESLEY AND ASSOCIATES, LLC — LEE WESLEY & ASSOCIATES SAVINGS AND RETIREMENT PLAN, Form 5500 (2024)
Creator: LEE WESLEY AND ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

LEE WESLEY & ASSOCIATES SAVINGS AND RETIREMENT PLAN

401(k) retirement plan

Active participants

101

Accounts w/ balance

135

Plan assets (EOY)

$159K

Net assets (EOY)

$159K

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEE WESLEY AND ASSOCIATES, LLC.

Plan sponsor

Name

LEE WESLEY AND ASSOCIATES, LLC

EIN

59-2989665

Address

1030 NORTH ORANGE AVENUE · SUITE 104 · ORLANDO, FL · 32801

Phone

(407) 428-9559

Industry

Accommodation & Food Servicessee 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

2025-05-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

SCOTT FAMILY INC

SCOTT FAMILY INC 401(K) PROFIT SHARING PLAN AND TRUST

$158K · 9 participants

FLASHFOOD US, INC.

FLASHFOOD 401(K) PLAN

$158K · 16 participants

CEDIEL CONCESSION MANAGEMENT

CEDIEL CONCESSION MANAGEMENT 401(K) PLAN

$159K · 163 participants

BALL MANAGEMENT GROUP, INC.

BALL MANAGEMENT GROUP, INC. 401(K) PLAN

$160K · 272 participants

BK ENTERPRISES, II, INC.

BK ENTERPRISES, II, INC. 401(K)

$161K · 13 participants