How big is Lee, Cochran & Daggett, CPAS, LLP's plan?

Lee, Cochran & Daggett, CPAS, LLP's plan reported $2.9M in assets and 5 participants for 2024.

Original filing (PDF)20250922173529NAL0005960672001

Lee, Cochran & Daggett, CPAS, LLP

Name: Lee, Cochran & Daggett, CPAS, LLP — Lee, Cochran &, Form 5500 (2024)
Creator: Lee, Cochran & Daggett, CPAS, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee, Cochran & Daggett, CPAS, LLP Retirement Plan

401(k) retirement plan · Lee, Cochran & Daggett, CPAS, LLP's Lee, Cochran & Daggett, CPAS, LLP Retirement Plan held $2.9M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Lee, Cochran & Daggett, CPAS, LLP's EIN is 77-0263950.

EIN 77-0263950

Plan number 002

Plan year 2024

ACK ID 20250922173529NAL0005960672001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lee, Cochran & Daggett, CPAS, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lee, Cochran & Daggett, CPAS, LLP's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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