How big is Lee Equity Partners, LLC's plan?

Lee Equity Partners, LLC's plan reported $17.9M in assets and 57 participants for 2025.

Original filing (PDF)20260520165929NAL0001722561001

Lee Equity Partners, LLC

Name: Lee Equity Partners, LLC — Lee Equity Partners, LLC, Form 5500 (2025)
Creator: Lee Equity Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee Equity Partners, LLC 401(k) Plan

401(k) retirement plan · Lee Equity Partners, LLC's Lee Equity Partners, LLC 401(k) Plan held $17.9M in plan assets for 57 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.9M

Net assets (EOY)

$17.9M

People on this filing

Kelly Durante signed Lee Equity Partners, LLC's 2025 Form 5500 as plan administrator.

Kelly Durante — 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 Equity Partners, LLC's EIN is 71-1016991.

EIN 71-1016991

Plan number 002

Plan year 2025

ACK ID 20260520165929NAL0001722561001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lee Equity Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lee Equity Partners, LLC'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 EQUITY PARTNERS, LLC.

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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