LEE CPA
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
59
Active participants
28,766
Total plan assets
$1.2B
Filings (rows)
59
Direct comp
$603K
Indirect comp
$8K
Aggregating 3 name variants under "LEE CPA"
SERVICES PROVIDED
Accountant / Auditor37
Other21
TPA / Administrator1
Top plans served
All 59 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PACIFIC CLINICS 401(K) PROFIT SHARING PLAN OF PACIFIC CLINICS | LOS GATOS, CA | Accountant / Auditor ACCOUNTANT | 2,308 | $126.5M | $16K |
| ACCESS PLANS, LLC RMS EASYPLAN | WYLIE, TX | Other NONE | 3,738 | $125.9M | $13K |
| PACIFIC CLINICS 401(K) PROFIT SHARING PLAN OF PACIFIC CLINICS | CAMPBELL, CA | Accountant / Auditor ACCOUNTANT | 2,042 | $106.3M | $25K |
| ACCESS PLANS LLC ACCESS POOLED EMPLOYER PLAN- SERIES II | WYLIE, TX | Other NONE | 7,415 | $74.9M | $19K |
| SILA NANOTECHNOLOGIES, INC. SILA NANOTECHNOLOGIES 401(K) PLAN | ALAMEDA, CA | TPA / Administrator PLAN ADMINISTRATOR | 414 | $42.8M | $7K |
| STATS LLC STATS LLC SAVINGS PLAN | CHICAGO, IL | Accountant / Auditor ACCOUNTANT | 133 | $34.8M | $6K |
| USIBELLI COAL MINE, INC. USIBELLI COAL MINE, INC. 401(K) PLAN II | HEALY, AK | Other NONE | 94 | $31.1M | $12K |
| BEYOND MEAT, INC. BEYOND MEAT 401(K) PLAN | EL SEGUNDO, CA | Accountant / Auditor ACCOUNTANT/AUDITOR | 672 | $29.0M | $13K |
| USIBELLI COAL MINE, INC. USIBELLI COAL MINE, INC. 401(K) PLAN II | HEALY, AK | Other NONE | 95 | $26.7M | $12K |
| CENTRAL UTAH TELEPHONE, INC. CENTRAL UTAH TELEPHONE, INC. PROFIT SHARING PLAN | FAIRVIEW, UT | Other NONE | 169 | $24.5M | $11K |
| PACIFIC IMAGING MANAGEMENT, LLC PACIFIC IMAGING MANAGEMENT LLC 401(K) PROFIT SHARING PLAN | TEMPLETON, CA | Other CONSULTING | 120 | $24.3M | $4K |
| BEYOND MEAT, INC. BEYOND MEAT 401(K) PLAN | EL SEGUNDO, CA | Accountant / Auditor ACCOUNTANT/AUDITOR | 571 | $23.0M | $8K |
| PACIFIC IMAGING MANAGEMENT, LLC PACIFIC IMAGING MANAGEMENT LLC 401(K) PROFIT SHARING PLAN | TEMPLETON, CA | Other CONSULTING | 126 | $22.5M | $8K |
| CENTRAL UTAH TELEPHONE, INC. CENTRAL UTAH TELEPHONE, INC. PROFIT SHARING PLAN | FAIRVIEW, UT | Other NONE | 134 | $20.8M | $11K |
| NORMAN INTERNATIONAL, INC. NORMAN INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | SANTA FE SPRINGS, CA | Accountant / Auditor ACCOUNTANT | 205 | $20.8M | $0 |
| FAR WESTERN ANTHROPOLOGICAL RESEARCH GROUP, INC. FAR WESTERN ANTHROPOLOGICAL RESEARCH GROUP INC 401(K) PROFIT SHARING PLAN | DAVIS, CA | Accountant / Auditor ACCOUNTANT/AU DITOR | 165 | $20.5M | $0 |
| TRADITION CAPITAL BANK TRADITION CAPITAL BANK 401(K) PLAN | EDINA, MN | Other SERVICE PROVIDER | 146 | $20.4M | $12K |
| TRADITION CAPITAL BANK TRADITION CAPITAL BANK 401(K) PLAN | EDINA, MN | Other | 136 | $18.5M | $4K |
| PACIFIC IMAGING MANAGEMENT, LLC PACIFIC IMAGING MANAGEMENT LLC 401(K) PROFIT SHARING PLAN | TEMPLETON, CA | Other CONSULTING | 128 | $18.1M | $11K |
| INDIANA AUTOMOTIVE FASTENERS, INC. INDIANA AUTOMOTIVE FASTENERS, INC. TEAM MEMBERS 401(K) PLAN | GREENFIELD, IN | Accountant / Auditor CPA | 797 | $16.8M | $9K |
| FAR WESTERN ANTHROPOLOGICAL RESEARCH GROUP, INC. FAR WESTERN ANTHROPOLOGICAL RESEARCH GROUP INC 401(K) PROFIT SHARING PLAN | DAVIS, CA | Accountant / Auditor ACCOUNTANT/AU DITOR | 189 | $16.6M | $8K |
| DNANEXUS, INC. DNANEXUS, INC. 401(K) PLAN | MOUNTAIN VIEW, CA | Accountant / Auditor AUDITOR | 147 | $16.3M | $125 |
| CONNECTICUT HEATING & COOLING CONTRACTORS ASSOCIATION, INC. CONNECTICUT HEATING & COOLING CONTRACTORS ASSOCIATION RETIREMENT PLAN | GLASTONBURY, CT | Other NONE | 278 | $14.8M | $13K |
| NORTHWEST GRAIN GROWERS, INC. NORTHWEST GRAIN GROWERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WALLA WALLA, WA | Accountant / Auditor AUDITOR | 93 | $14.2M | $9K |
| DNANEXUS, INC. DNANEXUS, INC. 401(K) PLAN | MOUNTAIN VIEW, CA | Accountant / Auditor AUDITOR | 162 | $13.6M | $8K |
| THE ELMORE GROUP, LTD. THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN | WEST VALLEY CITY, UT | Other NONE | 193 | $13.6M | $14K |
| THE ELMORE GROUP, LTD. THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN | WEST VALLEY CITY, UT | Other NONE | 158 | $12.8M | $7K |
| AGILITECH AGILITECH 401K PROFIT SHARING PLAN | BAKERSFIELD, CA | Accountant / Auditor AUDIT | 89 | $12.4M | $9K |
| BUILDING INDUSTRY ASSOCIATION OF CLARK COUNTY BUILDING INDUSTRY ASSOCIATION 401(K) PLAN | VANCOUVER, WA | Accountant / Auditor AUDITOR | 600 | $12.0M | $8K |
| BUILDING INDUSTRY ASSOCIATION OF CLARK COUNTY BUILDING INDUSTRY ASSOCIATION 401(K) PLAN | VANCOUVER, WA | Accountant / Auditor AUDIT | 559 | $11.9M | $15K |
| CALIFORNIA REHABILITATION SERV CALIFORNIA REHABILITATION SERV 401(K) PROFIT SHARING PLAN & TRUST | GLENDALE, CA | Accountant / Auditor AUDITOR | 20 | $11.8M | $10K |
| CONSUMERTRACK, INC. CONSUMERTRACK, INC. 401(K) PROFIT SHARING PLAN | EL SEGUNDO, CA | Accountant / Auditor AUDITOR | 147 | $11.5M | $5K |
| CONNECTICUT HEATING & COOLING CONTRACTORS ASSOCIATION, INC. CONNECTICUT HEATING & COOLING CONTRACTORS ASSOCIATION RETIREMENT PLAN | GLASTONBURY, CT | Other NONE | 227 | $11.2M | $7K |
| ACT LLC ACT LLC 401(K) PLAN | SCOTTSDALE, AZ | Accountant / Auditor AUDIT | 55 | $11.0M | $14K |
| SAMUELSEN, GONZALEZ, VALENZUELA & BROWN LLP SAMUELSEN, GONZALEZ, VALENZUELA & BROWN 401(K) PLAN | NEWPORT BEACH, CA | Accountant / Auditor ACCOUNTANT/AUDITOR | 76 | $10.9M | $6K |
| ALDEN LEEDS, INC. EPSTEIN AFFILIATED COMPANIES 401(K) PENSION PLAN | KEARNY, NJ | Accountant / Auditor AUDITOR | 141 | $10.1M | $9K |
| NORTHSOUND AUTO GROUP LLC DWAYNE LANES CORPORATIONS 401(K) PROFIT SHARING PLAN AND TRUST | EVERETT, WA | Other RETAINED BY EMPLOYER | 159 | $9.8M | $14K |
| BUILDING INDUSTRY ASSOCIATION OF CLARK COUNTY BUILDING INDUSTRY ASSOCIATION 401(K) PLAN | VANCOUVER, WA | Accountant / Auditor AUDITOR | 485 | $9.0M | $22K |
| PARK VENTURES, LLC PARK VENTURES, LLC AND AFFILIATES 401(K) RETIREMENT PLAN | EL SEGUNDO, CA | Accountant / Auditor AUDIT | 66 | $8.8M | $9K |
| BUILDING INDUSTRY ASSOCIATION OF CLARK COUNTY BUILDING INDUSTRY ASSOCIATION 401(K) PLAN | VANCOUVER, WA | Accountant / Auditor AUDITOR | 435 | $8.2M | $13K |
| KAREN KANE, INC. KAREN KANE, INC. 401(K) PROFIT SHARING PLAN | VERNON, CA | Accountant / Auditor AUDITOR | 111 | $8.1M | $8K |
| BOULEVARD LABS, INC. BOULEVARD LABS, INC. 401(K) PLAN | LOS ANGELES, CA | Accountant / Auditor AUDITOR | 235 | $7.6M | $9K |
| PEDRO MCCRACKEN DESIGN GROUP, IN PEDRO MCCRACKEN DESIGN GROUP, INC. 401(K) PROFIT SHARING PLAN | ROCKLIN, CA | Accountant / Auditor ACCOUNTANT | 120 | $7.5M | $7K |
| KAREN KANE, INC. KAREN KANE, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES, CA | Accountant / Auditor AUDITOR | 123 | $7.4M | $12K |
| PARK VENTURES, LLC PARK VENTURES, LLC AND AFFILIATES 401(K) RETIREMENT PLAN | EL SEGUNDO, CA | Accountant / Auditor AUDIT | 58 | $7.3M | $12K |
| SOUND FORD, INC NORTHWEST 401(K) BENEFITS GROUP | RENTON, WA | Other NONE | 324 | $7.1M | — |
| BUILDING INDUSTRY ASSOCIATION OF CLARK COUNTY BUILDING INDUSTRY ASSOCIATION 401(K) PLAN | VANCOUVER, WA | Accountant / Auditor AUDITOR | 257 | $7.0M | $13K |
| LATARA ENTERPRISE, INC. DBA FOUNDATION LABORATORY FOUNDATION LABORATORY 401(K) PROFIT SHARING PLAN | POMONA, CA | Accountant / Auditor AUDIT | 205 | $7.0M | $9K |
| FOOTHILL FIRE PROTECTION INC FOOTHILL FIRE PROTECTION 401K PLAN | LOOMIS, CA | Other IQPA | 160 | $6.7M | $8K |
| ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | TEMECULA, CA | Accountant / Auditor CPA | 208 | $6.1M | $20K |
| G-PEG I LLC WINNERS CIRCLE 401K RETIREMENT PLAN | MINDEN, NV | Accountant / Auditor AUDIT | 631 | $5.7M | $13K |
| BENCHMARK LANDSCAPE, INC. BENCHMARK LANDSCAPE, INC. 401(K) PROFIT SHARING PLAN | POWAY, CA | Accountant / Auditor ACCOUNTANT/AUDITOR | 214 | $4.0M | $7K |
| AAA FLAG & BANNER MFG. CO., INC. AAA FLAG & BANNER MFG. CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST | LOS ANGELES, CA | Accountant / Auditor INDEPENDENT CPA | 155 | $3.7M | $5K |
| SOUND FORD, INC NORTHWEST 401(K) BENEFITS GROUP | RENTON, WA | Other NONE | 97 | $3.0M | $6K |
| IDEOCLICK, INC. IDEOCLICK 401(K) PLAN | SEATTLE, WA | Accountant / Auditor AUDITOR | 20 | $2.8M | $16K |
| BBD OPCO LLC BBD OPCO LLC 401(K) PROFIT SHARING PLAN | REDDING, CA | Accountant / Auditor AUDITOR | 1,745 | $2.5M | $8K |
| D.C. SCHONBERG & ASSOCIATES LLC SCHONBERG & ASSOCIATES RETIREMENT SAVINGS PLAN | METAIRIE, LA | Other NONE | 161 | $2.3M | $14K |
| D.C. SCHONBERG & ASSOCIATES LLC SCHONBERG & ASSOCIATES RETIREMENT SAVINGS PLAN | METAIRIE, LA | Other NONE | 55 | $1.3M | $21K |
| ACCESS PLANS LLC THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 | WYLIE, TX | Accountant / Auditor AUDITOR | 0 | $2K | $18K |