Sponsor portfolio
LEE EQUIPMENT COMPANY, INC
EIN 35-1000447business supplies and equipmentLatest filing 2025
Plans
2
Retirement
1
$3.3M assets
Welfare
1
Participants
74
27 S. 12TH ST. - TERRE HAUTE, IN 47807812-235-8155leecompanyinc.comLinkedIn11-50 employeesbusiness supplies and equipment
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LEE EQUIPMENT COMPANY SAFE HARBOR 401(K) PLAN
401k
Assets$3.3M
Participants43
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
LEE COMPANY INC CBIN BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEE EQUIPMENT COMPANY SAFE HARBOR 401(K) PLAN | 401k | $3.3M | 43 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LEE COMPANY INC CBIN BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans