How big is Kerry Lee, Inc.'s plan?

Kerry Lee, Inc.'s plan reported $3.5M in assets and 3 participants for 2024.

Original filing (PDF)20251215193610NAL0002847008001

Kerry Lee, Inc.

Name: Kerry Lee, Inc. — Kerry Lee, Inc. Retirement Plan, Form 5500 (2024)
Creator: Kerry Lee, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kerry Lee, Inc. Retirement Plan

Defined-benefit pension plan · Kerry Lee, Inc.'s Kerry Lee, Inc. Retirement Plan held $3.5M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Kerry Lee, Inc.'s EIN is 94-2769550.

EIN 94-2769550

Plan number 002

Plan year 2024

ACK ID 20251215193610NAL0002847008001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kerry Lee, Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

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

Finding similar companies…

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