# Big Lots, INC. 401(k) Plan
Source: https://planprovider.pro/companies/big-lots-inc-401k-plan

> Big Lots, INC.'s 401(k) plan: 19,448 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [ARY ROEPCKE MULCHAEY P.C.](https://planprovider.pro/provider/ary-roepcke-mulchaey-pc) — 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|—|—|

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