How big is KATH Lee LLC's plan?

KATH Lee LLC's plan reported $287K in assets and 1 participants for 2024.

Original filing (PDF)20251006164507NAL0006985024001

KATH Lee LLC

Name: KATH Lee LLC — KATH Lee LLC I401k Plan, Form 5500 (2024)
Creator: KATH Lee LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KATH Lee LLC I401k Plan

401(k) retirement plan · KATH Lee LLC's KATH Lee LLC I401k Plan held $287K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$287K

Net assets (EOY)

$287K

Plan identifiers

KATH Lee LLC's EIN is 86-1677401.

EIN 86-1677401

Plan number 001

Plan year 2024

ACK ID 20251006164507NAL0006985024001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

KATH Lee LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

KATH LEE LLC

EIN

all filings

Address

5525 MISSION DRIVE · MISSION HILLS, KS · 66208

Phone

(913) 530-1847

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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