Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KERRY LEE, INC.
EIN 94-2769550luxury goods & jewelryLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
8
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M 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#002
KERRY LEE, INC. RETIREMENT PLAN
TraditionalDB
Assets$3.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KERRY LEE, INC. RETIREMENT PLAN
401k
Assets$911K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KERRY LEE, INC. RETIREMENT PLAN | TraditionalDB | $3.5M | 4 | 2025 | |
| 001 | KERRY LEE, INC. RETIREMENT PLAN | 401k | $911K | 4 | 2025 |
Retirement plans