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 |
|---|---|---|---|---|
| COHNREZNICK LLP | 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 | $598,178 | $505,418 | — | — | — |
| 2023 | $555,741 | $459,000 | $57,574 | — | — |
| 2022 | $554,547 | $452,965 | $59,399 | — | — |