Plan Ledger DOL Form 5500 · updated monthly

Big G Holdings, Inc.401(k) + ESOP (KSOP)

BIG G EXPRESS EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN · SHELBYVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.09%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Big G Holdings, Inc. reported $80,349 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $5,455 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.11% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 182nd-largest of 1,496 plans among Tennessee employers on file, and the 265th of 2,677 in transportation & warehousing. In 2024, the employer put in $3.54 for every $1.00 employees contributed themselves; active participation has shrunk from 490 to 434 since 2022.

Plan summary
Net assets, end of year$88,518,764
Participants with balances750
Active participants434
Employer contributions$2,367,260
Employee contributions$668,009
Employer contribution per active participant$5,455
Average account balance$118,025
Benefits paid to participants$6,334,571
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$88.5M · 750 accts · $2.4M emplr
2023$86.9M · 703 accts · $2.8M emplr
2022$76.8M · 717 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,349
Total administrative$80,349
The Big G Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$5,455
Median for plans this size$3,635
2024$5,455 per active participant
2023$5,748 per active participant
2022$4,793 per active participant

Big G Holdings, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$50,424
RAYMOND JAMES FINANCIAL SERVICES · Investment advisory (plan)$26,049

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Ascensus, Transamerica

This plan has changed recordkeepers within these filings. If you left Big G Holdings, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$80,349 · 0.09%
2023$69,233 · 0.08%
2022$83,897 · 0.11%
Similar plansTransportation & Warehousing · Tennessee
Transcore, LP TN$230.2M · 0.07%
Forward Air Corporation TN$128.5M · 0.29%
Covenant Transport, Inc. TN$85.1M · 0.29%
Imc Companies, LLC TN$62.0M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271192613 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.