Lee Financial

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

Active participants

75,906

Total plan assets

$20.9B

Filings (rows)

Direct comp

$82K

Indirect comp

Aggregating 2 name variants under "LEE FINANCIAL"

Click a variant to view it alone

LEE FINANCIAL GROUPHAWAII3 LEE FINANCIAL GROUP HAWAII3

SERVICES PROVIDED

Other service providers6

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Southern California Permanente Medical Group The 401(k) Plan for Permanente Medical Groups · all filings	PASADENA, CA	Other service providers	18,579	$6.5B	$5K	$0
Southern California Permanente Medical Group The 401(k) Plan for Permanente Medical Groups · all filings	PASADENA, CA	Other service providers	17,983	$5.6B	$9K	$0
Southern California Permanente Medical Group The 401(k) Plan for Permanente Medical Groups · all filings	PASADENA, CA	Other service providers	17,167	$4.7B	$9K	$0
Hawai'i Pacific Health Hawai'i Pacific Health 403(b) Savings Plan · all filings	HONOLULU, HI	Other service providers	7,654	$1.5B	$12K	$0
Hawai'i Pacific Health Hawai'i Pacific Health 403(b) Savings Plan · all filings	HONOLULU, HI	Other service providers	7,386	$1.3B	$23K	$0
Hawai'i Pacific Health Hawai'i Pacific Health 403(b) Savings Plan · all filings	HONOLULU, HI	Other service providers	7,137	$1.1B	$23K	$0