Filings through .
Filed January 1, 2012 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
RATHER & KITTRELL, INC.2 years Filed as: RATHER & KITTRELL INC Service code 27 · EIN 91-2046298 | Advisory (Plan) | $33,902 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,705 |
16 funds of $250K or more; 23 lines in all, holding $16.3M of the plan's $17.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $7.6M | 46.6% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $2.1M | 12.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.7M | 10.4% |
| Vanguard Mid-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $1.0M | 6.4% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $654K | 4.0% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $614K | 3.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $578K | 3.5% |
| Vanguard Small-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $546K | 3.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $329K | 2.0% |
| Vanguard Small-Cap Value Index Fund Investor Shares Vanguard · Mutual fund Index | $176K | 1.1% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.