Sponsor portfolio
LEE FINANCIAL COMPANY, LLC
EIN 75-1465685financial servicesLatest filing 2024
Plans
1
Retirement
1
$11.8M assets
Welfare
0
Participants
49
8350 N. CENTRAL EXPWY, SUITE 1800 - DALLAS, TX 75206972-960-1001leefin.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEE FINANCIAL COMPANY, LLC 401(K) PROFIT SHARING PLAN | 401k | $11.8M | 49 | 2024 |
Retirement plans