# Lee Enterprises, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lee-enterprises-inc-420823980-533

> Lee Enterprises, INC.&#39;s 401(k) plan: 2,034 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lee Enterprises, INC.

- **Sponsor EIN:** 420823980

- **Sponsor Address:** 201 N. HARRISON STREET, DAVENPORT, IA, 52801

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

- **Plan Number:** 533

- **Total Participants:** 2,034

- **Total Assets:** $365,370

## 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|2,034|$365,370|$484,704|$749,448|

| 2023|2,257|$340,268|$473,867|$853,870|

| 2022|2,499|$336,188|$649,641|$867,750|

## 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|

| AMERITAS LIFE INSURANCE CORP.|Recordkeeper|$56,092|—|$56,092|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AMERITAS LIFE INSURANCE CORP.](https://planprovider.pro/provider/ameritas-retirement-plans) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $56,092

- **Estimated Expense Ratio:** 15.352% 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|$81,835|—|—|—|—|

| 2023|$90,163|—|—|—|—|

| 2022|$98,577|—|—|—|—|

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