Lee Company 401(k) Plan: Login, Facts & Contact Information

Lee Company 401(k) Plan Facts

Plan name
LEE COMPANY 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
LEE COMPANY
Participants
1,662 (1,386 active employees)
Former employees with a balance
221
Plan assets
$68,725,381 at Dec 31, 2024
Average account balance
$43,914 across 1,565 accounts
Employer contributions
$1,951,791 in plan year 2024 (18% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1978
✓ 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 Aug 28, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $10.8 million went into the plan in contributions, $1.95 million of it from the employer (18%).
  • $7.73 million was paid out to participants.
  • Investment and other income added $7.31 million.
  • Administrative expenses were $234,246, about $150 per account.

How the Lee Company 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,178$37.8 million$1.03 million$3.61 million
20201,365$45.1 million$1.20 million$4.17 million
20211,497$54.4 million$1.29 million$4.19 million
20221,506$47.4 million$1.50 million$7.70 million
20231,686$58.6 million$1.70 million$5.65 million
20241,662$68.7 million$1.95 million$7.73 million

Lee Company 401(k) Contact Information

Phone
615-567-1000
Mailing address
4057 RURAL PLAINS CIR, FRANKLIN TN 370641618
Plan sponsor
LEE COMPANY
Employer identification number (EIN)
62-0723985
Plan number
006

Questions about the Lee Company 401(k)

Does Lee Company contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.95 million, 18% of all contributions.

Does the Lee Company 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Lee Company 401(k) plan?

1,662 participants at the start of plan year 2024, 1,386 of them active employees, and 221 former employees who still had money in the plan.

What is the average 401(k) balance at Lee Company?

About $43,914 per account: $68.7 million in plan assets across 1,565 accounts with a balance at the end of plan year 2024.

Who manages the Lee Company 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with Principal 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.

Related Companies
Headquarter: 6268 UPPER CASS FRONTAGE ROAD NW, CASS LAKE, MN, 56633
Headquarter: 613 CESAR E. CHAVEZ, PONTIAC, MI, 48342
Headquarter: 777 EAST WISCONSIN AVENUE, MILWAUKEE, WI, 532025300
Headquarter: 715 KIRK DRIVE, KANSAS CITY, MO, 64105
Headquarter: 787 7TH AVENUE, NEW YORK, NY, 100196018