Alex Lee 401(k) match, vesting and fees
What Alex Lee's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | T Rowe Price Rps Inc | Schedule C ↗ |
| Independent auditor | Rsm US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 43 defined-contribution plans in wholesale trade with 10,000 to 49,999 participants.
| Alex Lee: employer contribution per participant | $255 | |
| Peer median | $2,266 |
| Alex Lee: average balance | $31,307 | |
| Peer median | $90,687 |
| Alex Lee: admin expenses ÷ assets | 0.24% | |
| Peer median | 0.07% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $293M at the end of plan year 2021 to $323M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 12,714 | $323M | $2.6M | $255 | 0.24% | Not published | Form 5500 ↗ |
| 2023 | 12,604 | $295M | $2.5M | $249 | 0.29% | Not published | Form 5500 ↗ |
| 2022 | 12,406 | $256M | $2.5M | $257 | 0.23% | Not published | Form 5500 ↗ |
| 2021 | 10,017 | $293M | $2M | $228 | 0.20% | Not published | Form 5500 ↗ |
Other Alex Lee plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Alex Lee, Inc. and Affiliates Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Willis Towers Watson US LLC | Schedule C ↗ |
| Independent auditor | Rsm US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Alex Lee match 401(k) contributions?
The match terms for the Alex Lee, Inc. and Affiliates Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $2.6M in employer contributions, about $255 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Alex Lee 401(k) match vested?
The vesting schedule for the Alex Lee, Inc. and Affiliates Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Alex Lee 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is T Rowe Price Rps Inc. The plan administrator is Alex Lee, Inc..
I left Alex Lee. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Alex Lee, Inc., (828) 725-4827) or the recordkeeper, T Rowe Price Rps Inc. The Alex Lee old 401(k) page lists the contacts from every plan filing. Find an old Alex Lee 401(k)
Data from the public Form 5500 annual reports Alex Lee filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Alex Lee. Not financial advice. Report a correction · Methodology