LANA Joiner signed Lee Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lee Company's EIN is 62-0723985.
Download the official 2024 Form 5500 (PDF) for Lee Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lee Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $184K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPA FINANCIAL, LLC | 83-1143379 | — | INVESTMENT ADVISORY | $50K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $6.2M | 9.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $6.2M | 9.0% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $5.1M | 7.4% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $4.9M | 7.1% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $4.9M | 7.1% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $4.5M | 6.5% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $4.5M | 6.5% | |
| MFS Investment Management | Mutual Funds | — | $0 | $4.4M | 6.4% | |
| JP Morgan Funds | Other securities | — | $0 | $4.3M | 6.3% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $4.3M | 6.2% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $4.3M | 6.2% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.9M | 5.7% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $3.9M | 5.7% | |
| Vanguard Group | Mutual Funds | — | $0 | $3.3M | 4.8% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.2M | 4.7% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $3.2M | 4.7% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $3.1M | 4.5% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.1M | 4.5% | |
| Vanguard Group | Mutual Funds | — | $0 | $2.2M | 3.2% | |
| Fidelity Investments | Mutual Funds | — | $0 | $2.2M | 3.2% | |
| Fidelity Investments | Mutual Funds | — | $0 | $2.2M | 3.2% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.0M | 2.9% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $2.0M | 2.9% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $1.7M | 2.4% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $1.7M | 2.4% | |
| PIMCO Funds | Mutual Funds | — | $0 | $1.5M | 2.2% | |
| Participant Loans | Participant loans | — | $0 | $1.5M | 2.1% | |
| Fidelity Investments | Mutual Funds | — | $0 | $1.5M | 2.1% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.4M | 2.0% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $1.4M | 2.0% | |
| Fidelity Investments | Mutual Funds | — | $0 | $1.3M | 1.8% | |
| Dimensional Fund Advisors | Mutual Funds | — | $0 | $997K | 1.5% | |
| Dimensional Fund Advisors | Mutual Funds | — | $0 | $450K | 0.7% | |
| Fidelity Investments | Mutual Funds | — | $0 | $311K | 0.5% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $211K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $211K | 0.3% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $177K | 0.3% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $177K | 0.3% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $41K | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $41K | <0.1% | |
| The American Funds | Mutual Funds | — | $0 | $21K | <0.1% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $21K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
