Assets by plan
Share of aggregate retirement assets
- LEE BANK 401(K) (#002)$21.3M
- BY LEE BANK (#001)$4.9M
Filings through .
Top hat
Lee Bank
EIN 04-3158399bankingLatest filing 2025
Plans
2
Retirement
2
$26.2M assets
Health & Benefits
0
Participants
165
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $26.2M assets / 165 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
LEE BANK 401(K) PLAN
401(k)
Assets$21.3M
Participants135
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
SBERA PENSION PLAN AS ADOPTED BY LEE BANK
Traditional DB
Assets$4.9M
Participants30
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | LEE BANK 401(K) PLAN | 401(k) | $21.3M | 135 | 2025 |
| #001 | SBERA PENSION PLAN AS ADOPTED BY LEE BANK | Traditional DB | $4.9M | 30 | 2025 |
- LEE BANK 401(K) PLAN$21.3M#002 · 401(k) · 2025135
- #001 · Traditional DB · 202530
Retirement plans
Health & Benefits plans