Filings through .
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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) | $192,196 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $119,504 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,698 |
24 funds of $250K or more; 20 lines in all, holding $141M of the plan's $149M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $125M | 88.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.1M | 2.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.4M | 2.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 1.3% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 1.0% |
| DFA International Value Portfolio- Institutional Class Dimensional · Mutual fund | $799K | 0.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $687K | 0.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $613K | 0.4% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $598K | 0.4% |
| Vang Mdcpgr Index Adm Vanguard · Mutual fund Index | $439K | 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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.