# Lee Bank 401(k) Plan
Source: https://planprovider.pro/companies/lee-bank-plan-002

> Lee Bank's 401(k) plan: 121 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lee Bank

- **Sponsor EIN:** 043158399

- **Sponsor Address:** 75 PARK STREET, LEE, MA, 01238

- **Plan Type:** 401(k)

- **Total Participants:** 121

- **Total Assets:** $19.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|121|$19.5M|$394,529|$629,848|

| 2023|90|$16.1M|$376,366|$608,204|

| 2022|78|$13.2M|$308,193|$602,867|

## 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|

| WOLF & COMPANY, P.C.|Auditor|—|—|$0|

## 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|$3,813|—|—|—|—|

| 2023|$283|—|—|—|—|

| 2022|$3,393|—|—|—|$3,393|

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