Big 'I' Retirement Services LLC 401(k) Plan
What public Form 5500 filings show about the Big 'I' Retirement Services LLC 401(k) plan — and how to find and check your own account.
The Big 'I' Retirement Services LLC 401(k) on its latest Form 5500
Big 'I' Retirement Services LLC (EIN 46-3043065) reports BIG 'I' MEP 401(K) PLAN on its most recent Form 5500, with $137.7M in plan assets across 691 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Big 'I' Retirement Services LLC filing — schedules, fees, and providers.
Who runs the Big 'I' Retirement Services LLC 401(k)?
Big 'I' Retirement Services LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Big 'I' Retirement Services LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, FIDUCIENT ADVISORS, MVP PLAN ADMINISTRATORS, BIG I ADVISORY RESOURCES, IGRAD.
How to check your Big 'I' Retirement Services LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Big 'I' Retirement Services LLC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).