PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

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PlanOptica

Pricing

Welfare plans
Brokers
HAROLD L LEE & SONS INC

Welfare broker

HAROLD L LEE & SONS INC

Mailing address (most recent filing)

31 PELL STREET

NEW YORK, NY 10013

Total comp: $83K
Commissions: $78K
Fees: $5K
Filings: 6
Sponsors: 6

Not enough current filings to build analytics for HAROLD L LEE & SONS INC.

No sponsors where HAROLD L LEE & SONS INC is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
HAROLD L LEE & SONS INC

Welfare broker

HAROLD L LEE & SONS INC

Mailing address (most recent filing)

31 PELL STREET

NEW YORK, NY 10013

Total comp: $83K
Commissions: $78K
Fees: $5K
Filings: 6
Sponsors: 6

Not enough current filings to build analytics for HAROLD L LEE & SONS INC.

No sponsors where HAROLD L LEE & SONS INC is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms