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  2. Lee & Associates Charleston, LLC

Filings through Oct 24, 2026.

Lee & Associates Charleston, LLC

EIN 45-5267080-Real Estate and Rental and Leasing-Latest filing 2025
Plans
1
Retirement
1
$324K assets
Health & Benefits
0
Participants
29
960 MORRISON DRIVE, SUITE 400 - CHARLESTON, SC 29403843-793-6940
Plans on this EIN
1 filing
#001401(k)-$324K - 29 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

LEE & ASSOCIATES 401(K) PLAN

401(k)

Assets$324K
Participants29
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001LEE & ASSOCIATES 401(K) PLAN401(k)$324K292025
  • LEE & ASSOCIATES 401(K) PLAN$324K
    #001 · 401(k) · 202529
Retirement plans
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