Big 'I' Mep 401(K) Plan — Form 5500 plan (Big 'I' Retirement Services LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Big 'I' Mep 401(K) Plan is a benefit plan reported by Big 'I' Retirement Services LLC under EIN 46-3043065 and plan number 001. The latest loaded filing year is 2023. The filing reports 957 participants and $130,340,007 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Big 'I' Retirement Services LLC
- EIN
- 46-3043065
- Plan number
- 001
- Plan type
- 3
- Location
- Alexandria, VA
- Latest filing year
- 2023
- Participants
- 957
- End-of-year plan assets
- $130,340,007
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 957 | H, C | 20241014110845NAL0044271456001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $130,340,007
- Total liabilities (EOY)
- $135,883
- Net assets (EOY)
- $130,204,124
- Net assets (BOY)
- $122,228,036
Income & contributions
- Employer contributions
- $3,062,918
- Participant contributions
- $4,210,016
- Total contributions
- $7,903,846
- Total income / additions
- $27,919,226
Expenses & distributions
- Benefits paid
- $16,264,382
- Administrative expenses
- $555,741
- Total expenses
- $16,865,866
- Net increase / (decrease)
- $11,053,360
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Big I Advisory Resources, LLC | 3(21) INVESTMENT ADVISOR | $388,525 | not reported in the loaded dataset | 2023 |
| Fiduciary Investment Advisors LLC | FIDUCIARY INVESTMENT ADVI | $62,681 | not reported in the loaded dataset | 2023 |
| Mvp Plan Administrators, Inc. | THIRD PARTY ADMINISTRATOR | $57,574 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $39,167 | not reported in the loaded dataset | 2023 |
| Igrad | FINANCIAL EDUCATION | $7,794 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Big 'I' Retirement Services LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Alexandria, VA
- Big I Advisory Resources, LLC — Schedule C compensation
- Fiduciary Investment Advisors LLC — Schedule C compensation
- Mvp Plan Administrators, Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Igrad — Schedule C compensation