P 401(k) Plan Report

Stable plan record

LEE FINANCIAL ASSOCIATES, INC. RETIREMENT PLAN

Sponsored by LEE FINANCIAL ASSOCIATES, INC. · EIN/PN 520899049-001

Selected filing history

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

Employer money per active participant
2025
$8,294
Administrative cost per participant
2025
$22
Active participants
2025
5
Total plan assets
2025
$1,679,820
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260625131425NAL00087320170015$8,294
Public filing identifier

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