· 2022–2024 · DOL EFAST2

LACY Coker Kessler MD, PA — Coker Kessler OBGYN, Form 5500 (2025)

Original filing (PDF)20260616115401NAL0001093761001

LACY Coker Kessler MD, PA

Form 5500-SF

FILING_RECEIVED

Coker Kessler OBGYN 401(k) Plan

401(k) retirement plan · LACY Coker Kessler MD, PA's Coker Kessler OBGYN 401(k) Plan held $100K in plan assets for 15 participants in 2025.

Active participants

15

Accounts w/ balance

5

Plan assets (EOY)

$100K

Net assets (EOY)

$100K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

44

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LACY COKER KESSLER MD, PA.

Plan sponsor

Name

LACY COKER KESSLER MD, PA

EIN

32-0377930all filings

Address

2420 WYCON DRIVE, SUITE 403 · WACO, TX · 76712

Phone

(254) 420-0002

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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