Jonathan Ramsden signed Big LOTS, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Big LOTS, Inc.'s EIN is 06-1119097.
Download the official 2024 Form 5500 (PDF) for Big LOTS, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Big LOTS, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $493K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY | 81-3968784 | — | CONSULTANT | $48K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $50.4M | 16.1% | |
| American Target Date 2030 Fund | Other securities | — | — | $47.9M | 15.3% | |
| American Target Date 2040 Fund | Other securities | — | — | $42.5M | 13.6% | |
| American Growth Fund of America Fund | Other securities | — | — | $31.4M | 10.0% | |
| American Target Date 2050 Fund | Other securities | — | — | $28.3M | 9.0% | |
| CT STABLE INC I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $27.8M | 8.9% | |
| Baron Growth Fund | Other securities | — | — | $12.3M | 3.9% | |
| American Balanced Fund | Other securities | — | — | $11.9M | 3.8% | |
| American EuroPacific Growth Fund | Other securities | — | — | $8.9M | 2.8% | |
| American Target Date 2020 Fund | Other securities | — | — | $8.8M | 2.8% | |
| Goldman Sachs Bond Fund | Other securities | — | — | $7.7M | 2.5% | |
| American Washington Mutual Investors Fund | Other securities | — | — | $6.9M | 2.2% | |
| Notes receivable from Varying maturity dates with interest rates ranging from - | Other securities | — | — | $6.3M | 2.0% | |
| American Target Date 2060 Fund | Other securities | — | — | $5.8M | 1.9% | |
| JP Morgan US Value Fund | Other securities | — | — | $5.5M | 1.8% | |
| T. Rowe Price Small-Cap Value Fund | Other securities | — | — | $4.1M | 1.3% | |
| Vanguard Inflation Pro Sec Fund | Mutual Funds | — | — | $2.5M | 0.8% | |
| American Target Date 2010 Fund | Other securities | — | — | $1.1M | 0.4% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $63K | <0.1% | |
| Big Lots, Inc. Common Shares | Common Stocks | — | — | $48K | <0.1% | |
| Fidelity Government Cash Reserves Fund | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $43K |
| — |
