Lee Hill Investments 401(k) match, vesting and fees
What Lee Hill Investments' 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 | Capital Group Retirement Plan | Schedule C ↗ |
| Independent auditor | Kimberlin Company, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Lee Hill Investments: employer contribution per participant | $815 | |
| Peer median | $1,803 |
| Lee Hill Investments: average balance | $9,088 | |
| Peer median | $48,934 |
| Lee Hill Investments: admin expenses ÷ assets | 0.54% | |
| Peer median | 0.31% |
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 $301K at the end of plan year 2021 to $2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 351 | $2M | $179K | $815 | 0.54% | Not published | Form 5500 ↗ |
| 2023 | 303 | $1.3M | $154K | $879 | 0.82% | Not published | Form 5500 ↗ |
| 2022 | 198 | $636K | $129K | $1,024 | 1.07% | Not published | Form 5500 ↗ |
| 2021 | 33 | $301K | $26K | $1,419 | 0.40% | Not published | 5500-SF ↗ |
Common questions
Does Lee Hill Investments match 401(k) contributions?
The match terms for the Lee Hill Investments LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $179K in employer contributions, about $815 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lee Hill Investments 401(k) match vested?
The vesting schedule for the Lee Hill Investments LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lee Hill Investments 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan. The plan administrator is Lee Hill Investments LLC.
I left Lee Hill Investments. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lee Hill Investments LLC, (480) 734-5653) or the recordkeeper, Capital Group Retirement Plan. The Lee Hill Investments old 401(k) page lists the contacts from every plan filing. Find an old Lee Hill Investments 401(k)
Data from the public Form 5500 annual reports Lee Hill Investments 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 Lee Hill Investments. Not financial advice. Report a correction · Methodology