How big is Lee & Associates - WBE, LLC's plan?

Lee & Associates - WBE, LLC's plan reported $829K in assets and 8 participants for 2024.

Original filing (PDF)20251013095406NAL0000459731001

Lee & Associates - WBE, LLC

Name: Lee & Associates - WBE, LLC — Lee & Associates, Form 5500 (2024)
Creator: Lee & Associates - WBE, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee & Associates 401(k) Plan

401(k) retirement plan · Lee & Associates - WBE, LLC's Lee & Associates 401(k) Plan held $829K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$829K

Net assets (EOY)

$829K

People on this filing

Jessica Vasil signed Lee & Associates - WBE, LLC's 2024 Form 5500 as plan administrator.

Jessica Vasil — 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 & Associates - WBE, LLC's EIN is 87-4611297.

EIN 87-4611297

Plan number 001

Plan year 2024

ACK ID 20251013095406NAL0000459731001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lee & Associates - WBE, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lee & Associates - WBE, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 & ASSOCIATES - WBE, 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 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 (92nd percentile).

Plan sponsor

Name

LEE & ASSOCIATES - WBE, LLC

EIN

all filings

Address

669 RIVER DR. · SUIRE 201 · ELMWOOD PARK, NJ · 07407

Phone

(973) 337-1144

Industry

Real Estate

Plan administrator