Lee Insurance Services

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

311

Total plan assets

$13.7M

Filings (rows)

Direct comp

$10K

Indirect comp

$20K

SERVICES PROVIDED

Advisor / Consultant1

Broker1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Staley Steele LLC Staley Steel and Bludau Fabrication Retirement Plan · all filings	PILOT POINT, TX	Broker	153	$9.0M	$0	$20K
Immatics US Inc. Immatics US Inc. 401(k) Profit Sharing Plan and Trust · all filings	HOUSTON, TX	Advisor / Consultant	158	$4.8M	$10K	$0