How big is Lee Initiative Inc.'s plan?

Lee Initiative Inc.'s plan reported $29K in assets and 4 participants for 2024.

Original filing (PDF)20250530071315NAL0020697218001

Lee Initiative Inc.

Name: Lee Initiative Inc. — Lee Initiative Inc. 401(k), Form 5500 (2024)
Creator: Lee Initiative Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee Initiative Inc. 401(k) Plan

401(k) retirement plan · Lee Initiative Inc.'s Lee Initiative Inc. 401(k) Plan held $29K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$29K

Net assets (EOY)

$29K

People on this filing

Jessica Kingsley signed Lee Initiative Inc.'s 2024 Form 5500 as plan administrator.

Jessica Kingsley — 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 Initiative Inc.'s EIN is 82-3884798.

EIN 82-3884798

Plan number 001

Plan year 2024

ACK ID 20250530071315NAL0020697218001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lee Initiative Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lee Initiative Inc.'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 INITIATIVE INC.

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Plan health score

Above-average plan

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

Knocking points off