Plan Snapshot
- Plan Sponsor: Big Lots, INC.
- Sponsor EIN: 061119097
- Sponsor Address: 4900 E DUBLIN GRANVILLE ROAD, COLUMBUS, OH, 430817651
- Plan Type: 401(k)
- Total Participants: 19,448
- Total Assets: $313.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 19,448 | $313.1M | $7.0M | $17.1M |
| 2023 | 21,907 | $333.6M | $8.6M | $18.4M |
| 2022 | 23,821 | $296.5M | $9.2M | $19.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $492,519 | — | $492,519 |
| CBIZ INVESTMENT ADVISORY | CONSULTANT | $47,527 | — | $47,527 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $43,408 | — | $43,408 |
| ARY ROEPCKE MULCHAEY P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- ARY ROEPCKE MULCHAEY P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $583,454
- Estimated Expense Ratio: 0.186% 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 | $569,210 | $85,882 | $3,000 | — | — |
| 2023 | $581,105 | $81,724 | $1,200 | — | — |
| 2022 | $600,953 | $65,537 | $535,416 | — | — |