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Original filing (PDF)20251231093957NAL0011066979001
KING KUTTER, INC.
Form 5500
FILING_RECEIVED
KING KUTTER, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.5 mo
Active participants
174
Accounts w/ balance
176
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
94
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.5 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (22 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KING KUTTER, INC..
Plan sponsor
Name
KING KUTTER, INC.
EIN
63-1268898
Address
305 COMMERCE DRIVE · WINFIELD, AL · 35594
Phone
(205) 487-3202
Industry
Manufacturingsee 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
2025-12-31
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARR, RIGGS & INGRAM, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $182 | — |
Investments
24 direct securities· $1.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 | — | — | — | $209K | 14.6% | |
| Vanguard Target Retirement Income | — | — | — | $181K | 12.7% | |
| Vanguard Target Retirement 2020 | — | — | — | $149K | 10.4% | |
| Vanguard Target Retirement 2035 | — | — | — | $146K | 10.2% | |
| Vanguard Target Retirement 2045 | — | — | — | $113K | 7.9% | |
| Vanguard Target Retirement 2050 | — | — | — | $97K | 6.8% | |
| Vanguard Target Retirement 2040 | — | — | — | $86K | 6.0% | |
| Vanguard 500 Index Admiral | — | — | — | $85K | 6.0% | |
| Vanguard Target Retirement 2030 | — | — | — | $60K | 4.2% | |
| T Rowe Price T. Rowe Price Large Cap Growth I | — | — | — | $56K | 3.9% | |
| Vanguard Target Retirement 2065 | — | — | — | $55K | 3.8% | |
| Vanguard Target Retirement 2055 | — | — | — | $41K | 2.9% | |
| Vanguard Total Bond Market | — | — | — | $39K | 2.7% | |
| Vanguard Target Retirement 2060 | — | — | — | $30K | 2.1% | |
| Vanguard Total Intl Stock | — | — | — | $25K | 1.7% | |
| Vanguard Federal Money | — | — | — | $24K | 1.7% | |
| Vanguard Target Retirement 2070 | — | — | — | $10K | 0.7% | |
| Vanguard Small Cap Index | — | — | — | $9K | 0.6% | |
| Vanguard Shrt-Term Infl-Prot Sec | — | — | — | $4K | 0.3% | |
| Vanguard Mid Cap Index Fund | — | — | — | $3K | 0.2% | |
| American Funds American Funds Europacific | — | — | — | $3K | 0.2% | |
| AB Global Ab Small Capgrowth Z | — | — | — | $2K | 0.2% | |
| Vanguard Inter-Term Treasury | — | — | — | $2K | 0.1% | |
| Vanguard Windsor Adm | — | — | — | $2K | 0.1% |
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