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Original filing (PDF)20251015082035NAL0008635378001
LESTER E. COX MEDICAL CENTERS
Form 5500
FILING_RECEIVED
COXHEALTH 401(K) PLAN
401(k) retirement plan
Signals · 1
9 service providers
Active participants
232
Accounts w/ balance
367
Plan assets (EOY)
$183.0M
Net assets (EOY)
$183.0M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
88
Participation health
100
Knocking points off
- 19 bps in Schedule C fees — 91% above peer band of 10 bps.
- Highly fragmented vendor stack (9 disclosed providers, 5 categories).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LESTER E. COX MEDICAL CENTERS.
Plan sponsor
Name
LESTER E. COX MEDICAL CENTERS
EIN
44-0577118
Address
1423 NORTH JEFFERSON AVENUE · SPRINGFIELD, MO · 65802
Phone
(417) 269-6843
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES | 46-5378846 | — | RECORDKEEPER | $23K | — |
Advisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS | — | SPRINGFIELD, MO | INVESTMENT MANAGER / ADV | $50K | — |
| INTEGRATED ADVISORS NETWORK, LLC | 46-5754053 | — | PARTICIPANT INV ADVISOR | $17K | — |
| MORNINGSTAR INVESTMENT SERVICE | 36-4410122 | — | PARTICIPANT INV ADVISOR | $8K | — |
| EXENCIAL WEALTH ADVISORS LLC | 47-3558396 | — | PARTICIPANT INV ADVISOR | $46 | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITY NATIONAL ROCHDALE, LLC | 20-2931739 | — | PARTICIPANT BROKERAGE | $251K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | BROKERAGE | $2K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | TRUSTEE | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSCS FS DIV OF BROADRIDGE BPO, LLP | 33-1151291 | — | NONE | $0 | — |
Investments
27 direct securities· $180.2M(98% of reported assets)
Uncategorized
$176.1M
26 holdings
Mutual Funds
$4.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Accounts Matrix Trust SDB Self Directed Brokerage Accounts | — | — | — | $35.7M | 19.5% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $21.1M | 11.6% | |
| Fidelity Investments Fidelity Large Cap Growth Idx Prm Inst | — | — | — | $18.1M | 9.9% | |
| Fidelity Investments Fidelity Large Cap Value Index Prm Inst | — | — | — | $17.4M | 9.5% | |
| Payden Mutual Funds Payden Corporate Bond Fund | — | — | — | $12.2M | 6.6% | |
| JPMorgan Mtge Back Sec-R6 | — | — | — | $11.2M | 6.1% | |
| Insurance Account *American United Life Insurance AUL Stable Value Account Series I Company | — | — | — | $8.3M | 4.5% | |
| Lazard International Strategic Equity Portfolio Institutional | — | — | — | $8.2M | 4.5% | |
| Undiscovered Managers Behavioral Val R6 | — | — | — | $7.0M | 3.8% | |
| Emerald Growth Fund Institutional Class | — | — | — | $5.3M | 2.9% | |
| American Funds American Funds 2035 Target Date Retirement Fund R-6 | — | — | — | $4.2M | 2.3% | |
| Allspring Special Mid Cap Value Fund R-6 | Mutual Funds | — | — | $4.1M | 2.2% | |
| American Funds American Funds 2040 Target Date Retirement Fund R-6 | — | — | — | $3.7M | 2.0% | |
| American Funds American Funds 2030 Target Date Retirement Fund R-6 | — | — | — | $3.5M | 1.9% | |
| Fidelity Investments Fidelity Mid Cap Growth Index | — | — | — | $3.2M | 1.8% | |
| American Funds American Funds 2050 Target Date Retirement Fund R-6 | — | — | — | $2.9M | 1.6% | |
| Artisan High Income Fund Institutional Shares | — | — | — | $2.5M | 1.4% | |
| American Funds American Funds 2045 Target Date Retirement Fund R-6 | — | — | — | $2.3M | 1.2% | |
| American Funds American Funds 2025 Target Date Retirement Fund R-6 | — | — | — | $2.2M | 1.2% | |
| RBC Emerging Markets Equity R6 | — | — | — | $1.8M | 1.0% | |
| American Funds American Funds 2055 Target Date Retirement Fund R-6 | — | — | — | $1.6M | 0.8% | |
| Cohen & Steers Cohen & Steers Real Estate | — | — | — | $1.0M | 0.6% | |
| American Funds American Funds 2020 Target Date Retirement Fund R-6 | — | — | — | $1.0M | 0.6% | |
| American Funds American Funds 2060 Target Date Retirement Fund R-6 | — | — | — | $983K | 0.5% | |
| Participant Loans *Plan participants Participant loans, with interest rate from 4.25% to 9.50% | — | — | — | $385K | 0.2% | |
| American Funds American Funds 2015 Target Date Retirement Fund R-6 | — | — | — | $183K | <0.1% | |
| American Funds American Funds 2010 Target Date Retirement Fund R-6 | — | — | — | $84K | <0.1% |