Back to filter
Original filing (PDF)20251013130821NAL0000634947001
BIG M TRANSPORTATION, INC.
Form 5500
FILING_RECEIVED
BIG M TRANSPORTATION 401(K) PLAN
401(k) retirement plan
Signals · 3
100% in single holding~206 bps in Sched C feesNo recordkeeper disclosed
Active participants
302
Accounts w/ balance
586
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: SEPARATE ACCOUNT A (extraction pending)]" is 100% of plan.
- 206 bps in Schedule C fees — 295% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BIG M TRANSPORTATION, INC..
Plan sponsor
Name
BIG M TRANSPORTATION, INC.
EIN
64-0918227
Address
6341 B HWY 15 · BLUE MOUNTAIN, MS · 38610
Phone
(662) 815-5000
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
TAYLOR, POWELL, WILSON, AND HARTFOR
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $75K | — |
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | NONE | $8K | — |
Investments
1 pooled fund· $3.4M(85% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $3.4M | 85.2% |
Related plans
Other plans using STANCORP FINANCIAL GROUP
STANDARD INSURANCE COMPANY
THE STANDARD 401(K) PLAN
$1.3B · 4,268 participants
BERRY GLOBAL, INC.
BERRY GLOBAL EMPLOYEES 401(K) RETIREMENT PLAN
$1.1B · 17,041 participants
MICHAEL BAKER INTERNATIONAL HOLDCO CORPORATION
MICHAEL BAKER INTERNATIONAL 401(K) PLAN
$933.4M · 3,807 participants
GHD INC.
GHD INC. 401(K) EMPLOYEES' SAVINGS PLAN
$476.8M · 2,044 participants
AWC, INC.
AWC, INC. EMPLOYEES' SAVINGS PLAN
$423.5M · 616 participants
POET BIOREFINING LLC
POET 401(K) PLAN
$265.7M · 2,397 participants
Similar-size Transportation & Warehousing plans
MARCUS TRUCKING CO., A PROFESSIONAL CORPORATION
MARCUS TRUCKING CO., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN
$4.0M · 2 participants
U.S. SPECIAL DELIVERY, LLC
U.S. SPECIAL DELIVERY, LLC SAVINGS & RETIREMENT PLAN
$4.0M · 186 participants
DAVIS EXPRESS INC.
DAVIS EXPRESS, INC. 401(K) P/S PLAN
$4.0M · 132 participants
BEAR CARTAGE & INTERMODAL, INC.
BEAR CARTAGE & INTERMODAL, INC. RETIREMENT SAVINGS PLAN
$4.0M · 59 participants
BUEHLER MOVING & STORAGE COMPANY
BUEHLER MOVING & STORAGE COMPANY 401(K) PLAN AND TRUST
$4.1M · 160 participants
RUDE TRANSPORTATION COMPANY, INC.
RUDE TRANSPORTATION COMPANY INC 401K PS PLAN
$4.0M · 93 participants
Large plans in Mississippi
CADENCE BANK
CADENCE 401(K) PROFIT-SHARING PLAN
$817.1M · 5,423 participants
HANCOCK WHITNEY CORPORATION
HANCOCK WHITNEY CORPORATION PENSION PLAN
$734.5M · 1,476 participants
ERGON, INC.
ERGON 401(K) PLAN
$651.4M · 3,470 participants
V2X, INC.
V2X 401K RETIREMENT PLAN
$644.4M · 13,781 participants
HANCOCK WHITNEY CORPORATION
HANCOCK WHITNEY CORPORATION 401(K) SAVINGS PLAN
$607.6M · 3,341 participants
SOUTHERN FARM BUREAU CASUALTY INSURANCE COMPANY
SOUTHERN FARM BUREAU AND ADOPTING COMPANIES 401(K) PLAN
$528.3M · 2,710 participants