Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEE ENGINEERING, LLC
EIN 86-0646602civil engineeringLatest filing 2024
Plans
2
Retirement
2
$18.6M assets
Welfare
0
Participants
117
2944 NORTH 44TH STREET, SUITE 250 - PHOENIX, AZ 85018602-955-7206leeengineering.comLinkedIn11-50 employeescivil engineering
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $18.6M assets / 117 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
LEE ENGINEERING, LLC 401(K) AND PROFIT SHARING PLAN
401k
Assets$12.9M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
LEE ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$5.6M
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEE ENGINEERING, LLC 401(K) AND PROFIT SHARING PLAN | 401k | $12.9M | 56 | 2024 | |
| 002 | LEE ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $5.6M | 61 | 2024 |
Retirement plans