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LEE WEALTH MANAGEMENT GROUP, LLC

EIN 26-1667542-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
2
800 VAN CLIBURN WAY, UNIT 5002 - FORT WORTH, TX 76107817-231-0101
Plans on this EIN
1 filing
#002401k-$1.2M - 2 part

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Retirement#002

LEE WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$1.2M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LEE WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN401k$1.2M22024
Retirement plans
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