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

Lee Transervices, Inc.'s plan reported $1.2M in assets and 49 participants for 2024.

Original filing (PDF)20251010104217NAL0012865216001

Lee Transervices, Inc.

Name: Lee Transervices, Inc. — Lee Transervices 401 (K), Form 5500 (2024)
Creator: Lee Transervices, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee Transervices 401 (K) Savings Plan

401(k) retirement plan · Lee Transervices, Inc.'s Lee Transervices 401 (K) Savings Plan held $1.2M in plan assets for 49 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Michael Vanderford signed Lee Transervices, Inc.'s 2024 Form 5500 as plan administrator.

Michael Vanderford — 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 Transervices, Inc.'s EIN is 94-3423820.

EIN 94-3423820

Plan number 004

Plan year 2024

ACK ID 20251010104217NAL0012865216001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lee Transervices, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 (85th percentile).

Plan sponsor

Name

LEE TRANSERVICES, INC.

EIN

all filings

Address

125 N FIRST STREET · LUFKIN, TX · 759013863

Phone

(936) 632-1925

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator