Lester H Lee Jr DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lester H Lee Jr
  • Sponsor EIN: 200223329
  • Sponsor Address: 4611 BLUEBONNET BLVD, BATON ROUGE, LA, 70809
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $5.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$5.1M$15,139$60,000
20232$3.7M$14,500$60,000
20222$1.6M$13,369$54,000

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