Plan Snapshot
- Plan Sponsor: Lee Wealth Management Group, LLC
- Sponsor EIN: 261667542
- Sponsor Address: 800 VAN CLIBURN WAY, UNIT 5002, FORT WORTH, TX, 76107
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 2
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | $1.2M | $51,920 | $31,520 |
| 2023 | 2 | $908,321 | $46,635 | $30,977 |
| 2022 | 1 | $673,550 | $40,500 | $20,500 |
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