# Lee Wealth Management Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/lee-wealth-management-group-llc-401k-plan

> Lee Wealth Management Group, LLC's 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **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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