Plan Snapshot
- Plan Sponsor: Lee Enterprises, INC.
- Sponsor EIN: 420823980
- Sponsor Address: 4600 EAST 53RD STREET, DAVENPORT, IA, 52807
- Plan Type: Health & Welfare
- Plan Number: 521
- Total Participants: 79
- Total Assets: $26.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 79 | $26.3M | $9,178 | $0 |
| 2023 | 81 | $26.8M | $209,960 | $0 |
| 2022 | 82 | $25.0M | $75,245 | $65,034 |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | 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 | $269,368 | — | — | — | — |
| 2023 | $182,361 | — | — | — | — |
| 2022 | $161,075 | — | — | — | — |