Back to filter
Original filing (PDF)20251013102447NAL0001022097002
BIG 'I' RETIREMENT SERVICES LLC
Form 5500
FILING_RECEIVED
BIG 'I' MEP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
691
Accounts w/ balance
793
Plan assets (EOY)
$137.7M
Net assets (EOY)
$137.5M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — 335% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BIG 'I' RETIREMENT SERVICES LLC.
Plan sponsor
Name
BIG 'I' RETIREMENT SERVICES LLC
EIN
46-3043065
Address
127 SOUTH PEYTON STREET · ALEXANDRIA, VA · 22314
Phone
(703) 706-5466
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2U · Association Retirement Plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967289 | — | CUSTODIAN | $43K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BIG I ADVISORY RESOURCES, LLC | 47-1605024 | ALEXANDRIA, VA | 3(21) INVESTMENT ADVISOR | $433K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MVP PLAN ADMINISTRATORS, INC. | 56-2263714 | — | THIRD PARTY ADMINISTRATOR | $50K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | FIDUCIARY INVESTMENT ADVI | $65K | — |
| IGRAD | — | CARDIFF BY THE SEA, CA | FINANCIAL EDUCATION | $8K | — |
Investments
23 direct securities· $136.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND INSTL Registered investment companies | — | — | — | $20.6M | 15.0% | |
| EMPOWER STABLE VALUE FUND Group annuity contract | — | — | — | $18.7M | 13.5% | |
| FIDELITY 500 INDEX FD Registered investment companies | — | — | — | $14.8M | 10.7% | |
| VANGUARD TARGET RETIREMENT 2035 FD I Registered investment companies | — | — | — | $9.0M | 6.5% | |
| VANGUARD TARGET RETIREMENT 2040 FD I Registered investment companies | — | — | — | $7.4M | 5.4% | |
| VANGUARD TARGET RETIREMENT 2030 FD I Registered investment companies | — | — | — | $7.3M | 5.3% | |
| VANGUARD TARGET RETIREMENT 2025 FD I Registered investment companies | — | — | — | $7.1M | 5.2% | |
| VANGUARD VALUE INDEX INSTL SHARES Registered investment companies | — | — | — | $6.8M | 4.9% | |
| FIDELITY TOTAL INTL INDEX Registered investment companies | — | — | — | $6.3M | 4.6% | |
| VANGUARD SM CAP GROWTH INDEX INSTL Registered investment companies | — | — | — | $5.9M | 4.3% | |
| VANGUARD SM CAP VALUE INDEX INSTL Registered investment companies | — | — | — | $5.7M | 4.1% | |
| VANGUARD TARGET RETIREMENT 2045 FD I Registered investment companies | — | — | — | $5.1M | 3.7% | |
| VANGUARD TARGET RETIREMENT 2020 FD I Registered investment companies | — | — | — | $4.7M | 3.4% | |
| FIDELITY MID CAP INDEX Registered investment companies | — | — | — | $4.2M | 3.1% | |
| VANGUARD TARGET RETIREMENT 2050 FD I Registered investment companies | — | — | — | $3.3M | 2.4% | |
| VANGUARD TARGET RETIREMENT 2055 INV Registered investment companies | — | — | — | $2.4M | 1.7% | |
| VANGUARD TARGET RETIREMENT INCM INV Registered investment companies | — | — | — | $2.3M | 1.7% | |
| FIDELITY US BOND INDEX FD Registered investment companies | — | — | — | $1.9M | 1.4% | |
| VANGUARD TARGET RETIREMENT 2060 INV Registered investment companies | — | — | — | $1.1M | 0.8% | |
| various dates, secured by participant account balances | — | — | — | $942K | 0.7% | |
| FIDELITY SMALL CAP INDEX Registered investment companies | — | — | — | $805K | 0.6% | |
| VANGUARD TARGET RETIREMENT 2065 INV Registered investment companies | — | — | — | $285K | 0.2% | |
| SCHWAB GOVERNMENT MONEY FUND Registered investment companies | — | — | — | $122K | <0.1% |
Related plans
Similar-size Finance & Insurance plans
AMERICAN SPECIALTY HEALTH INCORPORATED
AMERICAN SPECIALTY HEALTH INCORPORATED 401(K) SAVINGS PLAN
$136.2M · 1,788 participants
PARADIGM ACQUISITION CORPORATION
PARADIGM 401(K) SAVINGS PLAN
$139.2M · 1,381 participants
COR PARTNERS, INC.
COR PARTNERS 401(K) PLAN
$134.0M · 1,422 participants
NEW YORK CENTRAL MUTUAL FIRE INSURANCE CO.
NEW YORK CENTRAL MUTUAL FIRE INSURANCE COMPANY RETIREMENT INCOME PLAN
$144.1M · 786 participants
ZENITH AMERICAN SOLUTIONS, INC.
ZENITH AMERICAN SOLUTIONS, INC. RETIREMENT SAVINGS 401(K) PLAN
$128.8M · 1,358 participants
STAND TOGETHER BENEFITS, LLC
STAND TOGETHER BENEFITS, LLC 401(K) PLAN
$127.0M · 1,387 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B