Original filing (PDF)20251008131537NAL0005597473001

LEE & EVANS, PA

Name: LEE & EVANS, PA — LEE & EVANS, PA 401K, Form 5500 (2024)
Creator: LEE & EVANS, PA

Form 5500-SF

FILING_RECEIVED

LEE & EVANS, PA 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$323K

Net assets (EOY)

$323K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

LEE & EVANS, PA

EIN

85-4066926all filings

Address

2601 CATTLEMAN ROAD, STE. 503 · SARASOTA, FL · 34232

Phone

(941) 954-0067

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