Filings through .
Sponsor portfolio
Joseph D Lee, LLC
EIN 99-5103810Wholesale TradeLatest filing 2025
Plans
1
Retirement
1
$361K assets
Welfare
0
Participants
3
117 SANDERS LANE - LYNCHBURG, VA 24503434-426-9186
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 | JOSEPH D. LEE, LLC 401(K) PLAN | 401(k) | $361K | 3 | 2025 |
Retirement plans