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LEE ENGINEERING SUPPLY COMPANY — LEE ENGINEERING 401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250915153051NAL0000769699001
LEE ENGINEERING SUPPLY COMPANY
Form 5500-SF
FILING_RECEIVED
LEE ENGINEERING 401K PLAN
401(k) retirement plan
Active participants
25
Accounts w/ balance
18
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LEE ENGINEERING SUPPLY COMPANY
.
Find decision makers
Plan sponsor
Name
LEE ENGINEERING SUPPLY COMPANY
EIN
72-0726342
Address
PO BOX 23340 · NEW ORLEANS, LA · 70183
Phone
(504) 733-3333
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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POWERSHIFT, INC.
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$1.7M · 6 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
GULF COAST MACHINE SERVICES, LLC
GULF COAST MACHINE SERVICES, LLC 401(K) PROFIT SHARING PLAN
$1.7M · 60 participants
Large plans in Louisiana
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LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
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LUMEN TECHNOLOGIES, INC.
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ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants
