How big is Lee & Travers, PLLC's plan?

Lee & Travers, PLLC's plan reported $8K in assets and 1 participants for 2023.

Original filing (PDF)20241002133353NAL0014400336001

Lee & Travers, PLLC

Name: Lee & Travers, PLLC — Lee & Travers, PLLC Retirement, Form 5500 (2023)
Creator: Lee & Travers, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee & Travers, PLLC Retirement Plan

401(k) retirement plan · Lee & Travers, PLLC's Lee & Travers, PLLC Retirement Plan held $8K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

People on this filing

Brenda Lee signed Lee & Travers, PLLC's 2023 Form 5500 as plan administrator.

Brenda Lee — 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

Lee & Travers, PLLC's EIN is 65-1281305.

EIN 65-1281305

Plan number 001

Plan year 2023

ACK ID 20241002133353NAL0014400336001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Lee & Travers, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Lee & Travers, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEE & TRAVERS, PLLC.

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Plan health score

Top-tier plan health

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

LEE & TRAVERS, PLLC

EIN

all filings

Address

2421 E 6TH ST · STE 1 · TUCSON, AZ · 85711

Phone

(520) 322-5575

Industry

Law Offices· Professional & Technical Services

Plan administrator