Form 5500 Search

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
6
Active participants
75,906
Total plan assets
$20.9B
Filings (rows)
6
Direct comp
$82K
Indirect comp
$0
Aggregating 2 name variants under "LEE FINANCIAL"

SERVICES PROVIDED

Other6

Top plans served

All 6 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS
PASADENA, CA
Other
NONE
18,579$6.5B$5K
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS
PASADENA, CA
Other
NONE
17,983$5.6B$9K
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS
PASADENA, CA
Other
NONE
17,167$4.7B$9K
HAWAI'I PACIFIC HEALTH
HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN
HONOLULU, HI
Other
NONE
7,654$1.5B$12K
HAWAI'I PACIFIC HEALTH
HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN
HONOLULU, HI
Other
NONE
7,386$1.3B$23K
HAWAI'I PACIFIC HEALTH
HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN
HONOLULU, HI
Other
NONE
7,137$1.1B$23K
LEE FINANCIAL — Form 5500 Service Provider Profile | Form 5500 Search