Original filing (PDF)20251215193610NAL0002847008001

KERRY LEE, INC.

Name: KERRY LEE, INC. — KERRY LEE, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: KERRY LEE, INC.

Form 5500-SF

FILING_RECEIVED

KERRY LEE, INC. RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KERRY LEE, INC..

Plan sponsor

Name

KERRY LEE, INC.

EIN

94-2769550

Address

P.O. BOX 1250 · CARMEL, CA · 93921

Phone

(831) 624-9222

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-12-15

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

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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