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Original filing (PDF)20251002160326NAL0001077024001
BIG-D CORPORATION
Form 5500
FILING_RECEIVED
BIG-D 401K BUILD PLAN
401(k) retirement plan
Active participants
1,896
Accounts w/ balance
1,689
Plan assets (EOY)
$113.8M
Net assets (EOY)
$113.8M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BIG-D CORPORATION.
Plan sponsor
Name
BIG-D CORPORATION
EIN
87-0622628
Address
404 WEST 400 SOUTH · SALT LAKE CITY, UT · 84101
Phone
(801) 415-6000
Industry
Constructionsee 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
2025-10-02
Pension benefit codes
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
OSBORNE, ROBBINS, & BUHLER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$30K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
Investments
29 direct securities · 1 pooled fund· $112.7M(99% 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.
Uncategorized
$112.7M
29 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund Mutual Fund | — | — | — | $15.9M | 14.0% | |
| Fidelity Freedom 2030 Fund Mutual Fund | — | — | — | $9.1M | 8.0% | |
| Fidelity Freedom 2045 Fund Mutual Fund | — | — | — | $9.1M | 8.0% | |
| Fidelity Freedom 2035 Fund Mutual Fund | — | — | — | $8.2M | 7.2% | |
| Fidelity Freedom 2040 Fund Mutual Fund | — | — | — | $8.0M | 7.0% | |
| Fidelity Government Money Market Mutual Fund | — | — | — | $7.8M | 6.9% | |
| Fidelity 500 Index Premium Fund Mutual Fund | — | — | — | $7.6M | 6.7% | |
| Fidelity Freedom 2025 Fund Mutual Fund | — | — | — | $5.4M | 4.7% | |
| Fidelity Freedom 2050 Fund Mutual Fund | — | — | — | $5.0M | 4.4% | |
| Fidelity Freedom 2055 Fund Mutual Fund | — | — | — | $4.5M | 4.0% | |
| JP Morgan Equity Income Fund Mutual Fund | — | — | — | $4.3M | 3.8% | |
| Fidelity Small Cap Growth Fund Mutual Fund | — | — | — | $3.6M | 3.1% | |
| Fidelity Diversified International Fund Mutual Fund | — | — | — | $3.3M | 2.9% | |
| Janus Henderson Growth & Income Fund Mutual Fund | — | — | — | $2.6M | 2.3% | |
| Fidelity Mid-Cap Stock Fund Mutual Fund | — | — | — | $2.5M | 2.2% | |
| Fidelity Freedom 2020 Fund Mutual Fund | — | — | — | $2.4M | 2.1% | |
| Fidelity Freedom 2060 Fund Mutual Fund | — | — | — | $2.4M | 2.1% | |
| Fidelity Low-Priced Stock Fund Mutual Fund | — | — | — | $2.0M | 1.8% | |
| Fidelity Total International Index Fund Mutual Fund | — | — | — | $1.8M | 1.6% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $1.7M | 1.5% | |
| Participant Loans years (ten years for principal residences) | — | — | — | $1.3M | 1.1% | |
| John Hancock Bond Fund Class R6 Mutual Fund | — | — | — | $1.0M | 0.9% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $1.0M | 0.9% | |
| Columbia Small Cap Value Fund II Mutual Fund | — | — | — | $878K | 0.8% | |
| Fidelity Freedom 2070 Fund Mutual Fund 409 * Fidelity Freedom 2065 Fund Mutual Fund | — | — | — | $761K | 0.7% | |
| Fidelity Freedom Income Fund Mutual Fund | — | — | — | $235K | 0.2% | |
| Fidelity Freedom 2015 Fund Mutual Fund | — | — | — | $101K | <0.1% | |
| Carillon Eagle Mid Cap Growth Fund Mutual Fund | — | — | — | $82K | <0.1% | |
| Fidelity Freedom 2010 Fund Mutual Fund | — | — | — | $31K | <0.1% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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