Plan Snapshot
- Plan Sponsor: Lee Supply Corporation
- Sponsor EIN: 351310996
- Sponsor Address: 6610 GUION ROAD, INDIANAPOLIS, IN, 46268
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $2.3M
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. |
|---|---|---|---|---|
| 2025 | 11 | $2.3M | $0 | $0 |
| 2024 | 329 | $12.9M | $111,921 | $1.1M |
| 2023 | 309 | $10.9M | $103,343 | $1.0M |
| 2022 | 309 | $8.5M | $84,319 | $896,272 |
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 |
|---|---|---|---|---|
| BARNES DENNIG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG — Auditor
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 |
|---|---|---|---|---|---|
| 2025 | $244,208 | — | — | — | — |
| 2024 | $10,755 | $3,318 | — | — | — |
| 2023 | $4,752 | $2,571 | — | — | — |
| 2022 | $7,219 | $1,147 | — | — | — |