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Sponsor portfolioTH

LEE BANK

EIN 04-3158399-banking-Latest filing 2025
Plans
2
Retirement
2
$24.4M assets
Welfare
0
Participants
179
75 PARK STREET - LEE, MA 01238413-243-0117leebank.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002401k-$19.5M - 149 part#001TraditionalDB-$4.9M - 30 part

Retirement portfolio analytics

2 plans aggregated / $24.4M assets / 179 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • LEE BANK 401(K) (#002)80%
  • BY LEE BANK (#001)20%
Total $24.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LEE BANK 401(K) (#002)149
  • BY LEE BANK (#001)30
Total 179Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LEE BANK 401(K) PLAN

401k

Assets$19.5M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

SBERA PENSION PLAN AS ADOPTED BY LEE BANK

TraditionalDB

Assets$4.9M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LEE BANK 401(K) PLAN401k$19.5M1492024
001SBERA PENSION PLAN AS ADOPTED BY LEE BANKTraditionalDB$4.9M302025
Retirement plans
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