Original filing (PDF)20260720135036NAL0007048499005

LOTT, Vernon & Company, PC

Name: LOTT, Vernon & Company, PC — LOTT, Vernon & Co., Form 5500 (2025)
Creator: LOTT, Vernon & Company, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LOTT, Vernon & Co. 401(k) Plan & Trust

401(k) retirement plan · LOTT, Vernon & Company, PC's LOTT, Vernon & Co. 401(k) Plan & Trust held $15.3M in plan assets for 23 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.3M

Net assets (EOY)

$15.3M

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOTT, VERNON & COMPANY, PC.

Plan sponsor

Name

LOTT, VERNON & COMPANY, PC

EIN

74-2484378all filings

Address

P.O. BOX 935 · KILLEEN, TX · 76540

Phone

(254) 526-0571

Industry