Lee University Defined Contribution Retirement Pla
Sponsored by Lee University · EIN 620502739 · Plan #001
- Total assets
- $66.5M
- Net assets
- $66.5M
- Active participants
- 698
- With balances
- 1,063
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Contract administrator, Recordkeeping | $14,350 |
| Capfinancial Partners, Llc | Investment advisory (plan) | $13,525 |