Plans listing this provider
20
0.04% of the 56,420 plans with Schedule H financials; 13 in 2023
Providers › Lee CPA Audit Group
Lee CPA Audit Group
- Service provider, as named on Schedule C
- EIN 814637885
- Plan year 2024
- Direct compensation reported $235,862
Assets of those plans
$598,959,608
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$235,862
95% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 10 | Accounting (including auditing) | 19 |
| 50 | Direct payment from the plan | 9 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| 401(k) Profit Sharing Plan of Pacific Clinics | Pacific Clinics | $126,515,952 | 2,908 | $15,500 |
| RMS Easyplan | Access Plans | $125,876,696 | 3,578 | $13,000 |
| Access Pooled Employer Plan- Series II | Access Plans | $74,878,950 | 1,867 | $19,027 |
| Sila Nanotechnologies 401(k) Plan | Sila Nanotechnologies | $42,829,188 | 513 | $7,200 |
| Usibelli Coal Mine, Inc. 401(k) Plan II | Usibelli Coal Mine | $31,123,334 | 126 | $12,000 |
| Beyond Meat 401(k) Plan | Beyond Meat | $28,960,508 | 878 | $12,500 |
| Central Utah Telephone, Inc. Profit Sharing Plan | Central Utah Telephone | $24,498,625 | 187 | $10,500 |
| Far Western Anthropological Research Group Inc 401(k) Profit Sharing Plan | Far Western Anthropological Research Group | $20,568,485 | 226 | not reported |
| Tradition Capital Bank 401(k) Plan | Tradition Capital Bank | $20,362,570 | 171 | $12,300 |
| Connecticut Heating & Cooling Contractors Association Retirement Plan | Connecticut Heating & Cooling Contractors Association | $14,846,844 | 237 | $13,000 |
| The Elmore Group, Ltd. 401(k) Profit Sharing Plan | Elmore Group | $13,552,478 | 195 | $14,000 |
| Agilitech 401(k) Profit Sharing Plan | Agilitech | $12,357,182 | 106 | $9,000 |
| Building Industry Association 401(k) Plan | Building Industry Association of Clark County | $11,931,981 | 293 | $15,400 |
| ACT LLC 401(k) Plan | ACT | $11,018,259 | 124 | $13,650 |
| Epstein Affiliated Companies 401(k) Pension Plan | Alden Leeds | $10,124,226 | 200 | $8,800 |
| Park Ventures, LLC and Affiliates 401(k) Retirement Plan | Park Ventures | $8,754,226 | 190 | $8,514 |
| Foundation Laboratory 401(k) Profit Sharing Plan | Latara Enterprise Inc. DBA Foundation Laboratory | $6,955,148 | 188 | $9,000 |
| Foothill Fire Protection 401(k) Plan | Foothill Fire Protection | $6,733,624 | 168 | $8,250 |
| Winners Circle 401(k) Retirement Plan | G-peg I | $5,746,988 | 184 | $13,191 |
| Schonberg & Associates Retirement Savings Plan | D.C. Schonberg & Associates | $1,324,344 | 66 | $21,030 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.