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Original filing (PDF)20251003100757NAL0000746595001
FURROW AUCTION COMPANY
Form 5500
FILING_RECEIVED
FURROW GROUP 401(K) PLAN
401(k) retirement plan
Active participants
238
Accounts w/ balance
277
Plan assets (EOY)
$12.7M
Net assets (EOY)
$12.7M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 64 bps in Schedule C fees — 122% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FURROW AUCTION COMPANY.
Plan sponsor
Name
FURROW AUCTION COMPANY
EIN
62-0809770
Address
10319 COGDILL ROAD · KNOXVILLE, TN · 37932
Phone
(865) 546-3206
Industry
Retail Tradesee all
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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PUGH CPA'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $41K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RATHER & KITTRELL, INC. | 91-2046298 | — | INVESTMENT ADVISOR | $36K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TENNESSEE PENSION ADMINISTRATORS | — | KNOXVILLE, TN | CONTRACT ADMIN | $3K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PUGH & COMPANY PC | — | KNOXVILLE, TN | AUDITOR | $1K | — |
Investments
27 direct securities· $12.3M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard LifeStrategy Growth Inv Mutual Funds | — | — | — | $3.0M | 24.0% | |
| Vanguard Target Retirement 2030 Inv Mutual Funds | — | — | — | $2.8M | 22.4% | |
| Vanguard Target Retirement 2020 Inv Mutual Funds | — | — | — | $739K | 5.8% | |
| Vanguard Target Retirement 2025 Inv Mutual Funds | — | — | — | $674K | 5.3% | |
| Vanguard Total Bond Market Index Admiral Mutual Funds | — | — | — | $652K | 5.1% | |
| Vanguard Target Retirement 2035 Inv Mutual Funds | — | — | — | $569K | 4.5% | |
| Fidelity Large Cap Growth Index Mutual Funds | — | — | — | $561K | 4.4% | |
| Vanguard 500 Index Admiral Mutual Funds | — | — | — | $461K | 3.6% | |
| Vanguard Target Retirement 2050 Inv Mutual Funds | — | — | — | $428K | 3.4% | |
| Vanguard Target Retirement 2055 Inv Mutual Funds | — | — | — | $347K | 2.7% | |
| Vanguard Target Retirement 2045 Inv Mutual Funds | — | — | — | $346K | 2.7% | |
| Vanguard Target Retirement 2040 Inv Mutual Funds | — | — | — | $266K | 2.1% | |
| Empower Select Guaranteed Fund Fixed Annuities | — | — | — | $231K | 1.8% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Funds | — | — | — | $211K | 1.7% | |
| Vanguard Target Retirement 2060 Inv Mutual Funds | — | — | — | $165K | 1.3% | |
| Vanguard Small Cap Index Adm Mutual Funds | — | — | — | $153K | 1.2% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual Funds | — | — | — | $148K | 1.2% | |
| DFA Emerging Markets I Mutual Funds | — | — | — | $129K | 1.0% | |
| Vanguard Target Retirement Income Inv Mutual Funds | — | — | — | $81K | 0.6% | |
| Vanguard Target Retirement 2065 Inv Mutual Funds | — | — | — | $78K | 0.6% | |
| DFA Global Equity I Mutual Funds | — | — | — | $69K | 0.5% | |
| DFA Real Estate Securities I Mutual Funds | — | — | — | $57K | 0.5% | |
| Vanguard Explorer Adm Mutual Funds | — | — | — | $31K | 0.2% | |
| DFA US Targeted Value I Mutual Funds | — | — | — | $26K | 0.2% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual Funds | — | — | — | $15K | 0.1% | |
| Vanguard Developed Markets Index Admiral Mutual Funds ** 865 Vanguard Equity-Income Adm Mutual Funds | — | — | — | $4K | <0.1% | |
| DFA International Value I Mutual Funds | — | — | — | $2K | <0.1% |