Plan Snapshot
- Plan Sponsor: Big-D Corporation
- Sponsor EIN: 870622628
- Sponsor Address: 404 WEST 400 SOUTH, SALT LAKE CITY, UT, 84101
- Plan Type: 401(k)
- Total Participants: 1,896
- Total Assets: $113.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,896 | $113.8M | $2.9M | $9.5M |
| 2023 | 1,419 | $95.2M | $2.2M | $7.9M |
| 2022 | 1,168 | $82.3M | $1.8M | $6.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| OSBORNE, ROBBINS, & BUHLER, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $8,733 | $7,233 | $1,500 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $2,441 | — | $2,441 | — | — |