Assets by plan
Share of aggregate retirement assets
54%top
Sponsor portfolio
THE LEE ACCOUNTANCY GROUP, INC.
EIN 80-0387122accountingLatest filing 2025
Plans
2
Retirement
2
$342K assets
Welfare
0
Participants
8
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $342K assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE LEE ACCOUNTANCY GROUP, INC. 401(K) PLAN & TRUST
401k
Assets$184K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
THE LEE ACCOUNTANCY GROUP, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$158K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE LEE ACCOUNTANCY GROUP, INC. 401(K) PLAN & TRUST | 401k | $184K | 5 | 2024 | |
| 002 | THE LEE ACCOUNTANCY GROUP, INC. DEFINED BENEFIT PLAN | TraditionalDB | $158K | 3 | 2025 |
Retirement plans