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

Lee Management Company 401(k) Plan Facts

Plan name
LEE MANAGEMENT COMPANY 401(K) PROFIT SHARING
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
LEE MANAGEMENT COMPANY
Participants
458 (349 active employees)
Former employees with a balance
99
Plan assets
$34,443,701 at Dec 31, 2024
Average account balance
$79,916 across 431 accounts
Employer contributions
$290,365 in plan year 2024 (11% of all contributions)
Recordkeeper
Empower Annuity Insurance Company O
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1963
✓ 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 Sep 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.75 million went into the plan in contributions, $290,365 of it from the employer (11%).
  • $2.16 million was paid out to participants.
  • Investment and other income added $3.93 million.
  • Administrative expenses were $55,163, about $128 per account.

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

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019497$23.1 million$309,586$2.02 million
2020517$27.0 million$252,106$1.69 million
2021473$31.1 million$293,146$1.35 million
2022464$27.4 million$313,118$1.73 million
2023476$30.0 million$284,469$4.08 million
2024458$34.4 million$290,365$2.16 million

Lee Management Company 401(k) Contact Information

Phone
207-784-5441
Mailing address
777 CENTER STREET, AUBURN ME 042120297
Plan sponsor
LEE MANAGEMENT COMPANY
Employer identification number (EIN)
01-0341998
Plan number
001

Questions about the Lee Management Company 401(k)

Does Lee Management Company contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $290,365, 11% of all contributions.

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

Yes. The plan reports automatic enrollment of eligible employees.

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

458 participants at the start of plan year 2024, 349 of them active employees, and 99 former employees who still had money in the plan.

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

About $79,916 per account: $34.4 million in plan assets across 431 accounts with a balance at the end of plan year 2024.

Who manages the Lee Management Company 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY O) is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with Empower 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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