AUMdb

Lee Supply Corp. Employee Stock Ownership Plan

Sponsored by Lee Supply Corporation · EIN 351310996 · Plan #001

Total assets
—
Net assets
—
Active participants
11
With balances
10

Plan year beginning 03/01/2024 · Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.

Filing history

Plan year Assets Participants Source
03/01/2024 — 11 ack 20251113124805NAL0001322785001
01/01/2024 $12.9M 329 ack 20251008092608NAL0009460608001