Alex Lee, Inc. 401(k) Plan: Login, Facts & Contact Information

Alex Lee, Inc. 401(k) Plan Facts

Plan name
ALEX LEE, INC. AND AFFILIATES RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ALEX LEE, INC.
Participants
12,595 (10,743 active employees)
Former employees with a balance
1,767
Plan assets
$323,149,956 at Dec 31, 2024
Average account balance
$31,307 across 10,322 accounts
Employer contributions
$2,631,206 in plan year 2024 (9% of all contributions)
Recordkeeper
T Rowe Price Rps Inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 4, 1987
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 8, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $30.2 million went into the plan in contributions, $2.63 million of it from the employer (9%).
  • $33.7 million was paid out to participants.
  • Investment and other income added $32.7 million.
  • Administrative expenses were $750,573, about $73 per account.

How the Alex Lee, Inc. 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20196,449$203.8 million$1.67 million$13.6 million
20207,535$229.8 million$1.85 million$15.1 million
20218,093$293.5 million$2.04 million$21.3 million
202210,003$256.0 million$2.53 million$23.7 million
202312,407$294.7 million$2.49 million$22.4 million
202412,595$323.1 million$2.63 million$33.7 million

Alex Lee, Inc. 401(k) Contact Information

Phone
828-725-4827
Mailing address
120 FOURTH STREET SOUTHWEST, HICKORY NC 28602
Plan sponsor
ALEX LEE, INC.
Employer identification number (EIN)
56-1780605
Plan number
003

Questions about the Alex Lee, Inc. 401(k)

Does Alex Lee, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.63 million, 9% of all contributions.

Does the Alex Lee, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Alex Lee, Inc 401(k) plan?

12,595 participants at the start of plan year 2024, 10,743 of them active employees, and 1,767 former employees who still had money in the plan.

What is the average 401(k) balance at Alex Lee, Inc?

About $31,307 per account: $323.1 million in plan assets across 10,322 accounts with a balance at the end of plan year 2024.

Who manages the Alex Lee, Inc 401(k) accounts?

T. Rowe Price (listed on the filing as T ROWE PRICE RPS INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Alex Lee, Inc. How do I access my 401(k)?

Your account stays with T. Rowe Price after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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