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Sponsor portfolio

LEE CONCEPTS LLC

EIN 26-1590906-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
10
124 KIRKWOOD DR. - EAST AURORA, NY 14052716-427-3533
Plans on this EIN
2 filings
#002CashBalance-$1.1M - 5 part#001401k-$592K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • CASH BALANCE PLAN (#002)64%
  • CONCEPTS LLC 401(K) (#001)36%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)5
  • CONCEPTS LLC 401(K) (#001)5
Total 10Click 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 CONCEPTS LLC CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LEE CONCEPTS LLC 401(K) PLAN

401k

Assets$592K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LEE CONCEPTS LLC CASH BALANCE PLANCashBalance$1.1M52024
001LEE CONCEPTS LLC 401(K) PLAN401k$592K52025
Retirement plans
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