# Lee Aerospace, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lee-aerospace-inc-401k-plan

> Lee Aerospace, INC.'s 401(k) plan: 181 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| INTRUST BANK, N.A.|NONE|$13,352|—|$13,352|

| 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](https://planprovider.pro/provider/koch-siedhoff-hand-and-dunn-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $13,352

- **Estimated Expense Ratio:** 0.074% of plan assets

### 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|—|—|

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