How big is Coker & Palmer's plan?

Coker & Palmer's plan reported $2.4M in assets and 19 participants for 2024.

Original filing (PDF)20250603133155NAL0007644019001

Coker & Palmer

Name: Coker & Palmer — Coker & Palmer 401(k) Plan, Form 5500 (2024)
Creator: Coker & Palmer
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coker & Palmer 401(k) Plan

401(k) retirement plan · Coker & Palmer's Coker & Palmer 401(k) Plan held $2.4M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

David Coker signed Coker & Palmer's 2024 Form 5500 as plan administrator.

David Coker — Plan Administrator — Form 5500 signer
Loreli GHEE — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Coker & Palmer's EIN is 64-0802631.

EIN 64-0802631

Plan number 001

Plan year 2024

ACK ID 20250603133155NAL0007644019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coker & Palmer from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coker & Palmer's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

Vendor & structure

100

Helping the score

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

Plan sponsor

Name

COKER & PALMER

EIN

all filings

Address

1667 LELIA DRIVE · JACKSON, MS · 39216

Phone

(601) 965-0110

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-03

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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