Plan Snapshot
- Plan Sponsor: Lee Holdings, INC.
- Sponsor EIN: 860646602
- Sponsor Address: 2944 NORTH 44TH ST SUITE 250, PHOENIX, AZ, 85018
- Plan Type: DC
- Total Participants: 46
- Total Assets: $5.6M
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 | 46 | $5.6M | $324,677 | $0 |
| 2023 | 44 | $4.9M | $300,000 | $0 |
| 2022 | 37 | $4.8M | $290,000 | $0 |