2023 Form 5500 filing — Big 'I' Mep 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014110845NAL0044271456001) for Big 'I' Mep 401(K) Plan, reported by Big 'I' Retirement Services LLC under EIN 46-3043065 and plan number 001. It reports 957 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014110845NAL0044271456001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Big 'I' Retirement Services LLC
- EIN
- 46-3043065
- Plan number
- 001
- Location
- Alexandria, VA
- Participants
- 957
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $130,340,007
- Total liabilities (EOY)
- $135,883
- Net assets (EOY)
- $130,204,124
- Employer contributions
- $3,062,918
- Participant contributions
- $4,210,016
- Total income / additions
- $27,919,226
- Benefits paid
- $16,264,382
- Administrative expenses
- $555,741
- Total expenses
- $16,865,866
- Net increase / (decrease)
- $11,053,360
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Big I Advisory Resources, LLC | 3(21) INVESTMENT ADVISOR | $388,525 | not reported in the loaded dataset |
| Fiduciary Investment Advisors LLC | FIDUCIARY INVESTMENT ADVI | $62,681 | not reported in the loaded dataset |
| Mvp Plan Administrators, Inc. | THIRD PARTY ADMINISTRATOR | $57,574 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $39,167 | not reported in the loaded dataset |
| Igrad | FINANCIAL EDUCATION | $7,794 | not reported in the loaded dataset |