Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
RATHER & KITTRELL, INC.2 years Filed as: RATHER & KITTRELL INC Service code 27 11905 KINGSTON PIKE · KNOXVILLE, TN 37934 | Advisory (Plan) | $53,955 |
Service code 13 11911 KINGSTON PIKE STE 201 · KNOXVILLE, TN 37934 | Contract Administrator | $24,757 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
9 funds of $250K or more; 16 lines in all, holding $21.6M of the plan's $21.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $17.7M | 81.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 7.5% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $966K | 4.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $345K | 1.6% |
| Fidelity Mid Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $233K | 1.1% |
| U.S. Small Cap Growth Portfolio Institutional Class Dimensional · Mutual fund | $170K | 0.8% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $161K | 0.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $88K | 0.4% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $66K | 0.3% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $63K | 0.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.