PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Lee Edward Percy, Inc.

Filings through Oct 24, 2026.

Lee Edward Percy, Inc.

EIN 95-4230691-Information-Latest filing 2025
Plans
1
Retirement
1
$1.0M assets
Health & Benefits
0
Participants
1
302 WEST 12TH STREET, 9B - NEW YORK, NY 10014
Plans on this EIN
1 filing
#004Profit-sharing-$1.0M - 1 part

Plan summaries

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

Retirement#004

LEE EDWARD PERCY, INC. 401(K) PROFIT SHARING PLAN

Profit-sharing

Assets$1.0M
Participants1
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
#004LEE EDWARD PERCY, INC. 401(K) PROFIT SHARING PLANProfit-sharing$1.0M12025
  • LEE EDWARD PERCY, INC. 401(K) PROFIT SHARING PLAN$1.0M
    #004 · Profit-sharing · 20251
Retirement plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica