Big 'i' Retirement Services 401(k) match, vesting and fees
What Big 'i' Retirement Services' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Mvp Plan Administrators, Inc. | Schedule C ↗ |
| Independent auditor | Cohnreznick LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 655 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Big 'i' Retirement Services: employer contribution per participant | $4,064 | |
| Peer median | $2,935 |
| Big 'i' Retirement Services: average balance | $173,410 | |
| Peer median | $92,770 |
| Big 'i' Retirement Services: admin expenses ÷ assets | 0.45% | |
| Peer median | 0.15% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $150M at the end of plan year 2021 to $138M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 857 | $138M | $3.2M | $4,064 | 0.45% | Not published | Form 5500 ↗ |
| 2023 | 937 | $130M | $3.1M | $3,403 | 0.44% | Not published | Form 5500 ↗ |
| 2022 | 951 | $122M | $3.4M | $3,891 | 0.41% | Not published | Form 5500 ↗ |
| 2021 | 1,018 | $150M | $3.3M | $3,626 | 0.45% | Not published | Form 5500 ↗ |
Common questions
Does Big 'i' Retirement Services match 401(k) contributions?
The match terms for the Big 'I' Mep 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $3.2M in employer contributions, about $4,064 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Big 'i' Retirement Services 401(k) match vested?
The vesting schedule for the Big 'I' Mep 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Big 'i' Retirement Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mvp Plan Administrators, Inc.. The plan administrator is Big 'I' Retirement Services LLC.
I left Big 'i' Retirement Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Big 'I' Retirement Services LLC, (703) 706-5466) or the recordkeeper, Mvp Plan Administrators, Inc.. The Big 'i' Retirement Services old 401(k) page lists the contacts from every plan filing. Find an old Big 'i' Retirement Services 401(k)
Data from the public Form 5500 annual reports Big 'i' Retirement Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Big 'i' Retirement Services. Not financial advice. Report a correction · Methodology