Original filing (PDF)20250910002741NAL0044276162001

LEE & ASSOCIATES SOUTH FLORIDA, LLC

Name: LEE & ASSOCIATES SOUTH FLORIDA, LLC — LEE & ASSOCIATES SOUTH FLORIDA, LLC 401(K) PLAN, Form 5500 (2024)
Creator: LEE & ASSOCIATES SOUTH FLORIDA, LLC

Form 5500-SF

FILING_RECEIVED

LEE & ASSOCIATES SOUTH FLORIDA, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$76K

Net assets (EOY)

$76K

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.

Decision-maker contacts

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

Plan sponsor

Name

LEE & ASSOCIATES SOUTH FLORIDA, LLC

EIN

84-3630712all filings

Address

7925 NW 12 ST · SUITE 301 · MIAMI, FL · 33126

Phone

(305) 968-1765

Industry

Real Estatesee all

Plan administrator