Lee Company 401(k) Plan
Sponsored by Lee Company · EIN 620723985 · Plan #006
- Total assets
- $68.7M
- Net assets
- $68.7M
- Active participants
- 1,386
- With balances
- 1,565
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rpa Financial, Llc CRD 294105 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $184,263 |
| Rpa Financial, Llc | Investment advisory (plan), Direct payment from the plan | $49,983 |