Plan Snapshot
- Plan Sponsor: Big 'I' Retirement Services LLC
- Sponsor EIN: 463043065
- Sponsor Address: 127 SOUTH PEYTON STREET, ALEXANDRIA, VA, 22314
- Plan Type: 401(k)
- Total Participants: 691
- Total Assets: $137.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 691 | $137.7M | $3.2M | $4.1M |
| 2023 | 718 | $130.3M | $3.1M | $4.2M |
| 2022 | 737 | $122.4M | $3.4M | $4.4M |
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 |
|---|---|---|---|---|
| BIG I ADVISORY RESOURCES, LLC | Investment Advisor | $433,063 | — | $433,063 |
| FIDUCIENT ADVISORS LLC | Other Service Provider | $64,561 | — | $64,561 |
| MVP PLAN ADMINISTRATORS, INC. | Recordkeeper | $49,940 | — | $49,940 |
| CHARLES SCHWAB TRUST BANK | Custodian / Trustee | $42,820 | — | $42,820 |
| IGRAD | Other Service Provider | $7,794 | — | $7,794 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST BANK — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $598,178
- Estimated Expense Ratio: 0.435% of plan assets
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 | $598,178 | $505,418 | — | — | — |
| 2023 | $555,741 | $459,000 | $57,574 | — | — |
| 2022 | $554,547 | $452,965 | $59,399 | — | — |