P 401(k) Plan Report

Stable plan record

LEE & ASSOCIATES 401(K) PLAN

Sponsored by DFW LEE & ASSOCIATES LLC - HOUSTON OFFICE, RS · EIN/PN 472729564-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$1,308
Administrative cost per participant
2025
$192
Active participants
2025
46
Total plan assets
2025
$696,468
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260603115114NAL000005204900146$1,308
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.