Plan Snapshot
- Plan Sponsor: Lee Aerospace, INC.
- Sponsor EIN: 481072049
- Sponsor Address: 9323 EAST 34TH STREET NORTH, WICHITA, KS, 67226
- Plan Type: 401(k)
- Total Participants: 181
- Total Assets: $18.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 181 | $18.1M | $453,577 | $809,045 |
| 2023 | 169 | $14.8M | $412,386 | $726,393 |
| 2022 | 158 | $11.6M | $343,511 | $614,499 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| KOCH SIEDHOFF HAND & DUNN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KOCH SIEDHOFF HAND & DUNN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $13,352 | — | $3,551 | — | — |
| 2023 | $12,678 | — | $3,350 | — | — |
| 2022 | $10,925 | $225 | $10,700 | — | — |