Lee Bank 401(k) Plan
Sponsored by Lee Bank · EIN 043158399 · Plan #002
- Total assets
- $19.5M
- Net assets
- $19.5M
- Active participants
- 121
- With balances
- 121
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Pension Services, Llc | Contract administrator | $1,435 |
| Empower Advisory Group, Llc | Investment management | $965 |
| Empower Annuity Ins. Co Of America | Recordkeeping fees | $491 |
| Mmlis | Other commissions | $0 |