Lee Industries, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Lee Industries, INC.
  • Sponsor EIN: 251602519
  • Sponsor Address: 50 WEST PINE STREET, PHILIPSBURG, PA, 16866
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 102
  • Total Assets: $18.4M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2025102$18.4M$0$0
202489$16.2M$187,656$364,312
202390$14.7M$137,169$355,310
202284$13.8M$127,402$361,229

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