Big 'I' Mep 401(k) Plan
Sponsored by Big 'I' Retirement Services Llc · EIN 463043065 · Plan #001
- Total assets
- $138M
- Net assets
- $138M
- Active participants
- 691
- With balances
- 793
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Big "I" Advisory Resources, Llc CRD 168898 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Big I Advisory Resources, Llc | Investment advisory (participants), Investment advisory (plan), Named fiduciary | $433,063 |
| Fiducient Advisors Llc | Named fiduciary, Direct payment from the plan | $64,561 |
| Mvp Plan Administrators, Inc. | Contract administrator, Recordkeeping, Consulting (general) | $49,940 |
| Charles Schwab Trust Bank | Custodial (securities), Participant loan processing, Direct payment from the plan | $42,820 |
| Igrad | Named fiduciary, Direct payment from the plan | $7,794 |