Plan Snapshot
- Plan Sponsor: Bird Acquisition, LLC
- Sponsor EIN: 260714915
- Sponsor Address: SUITE 100, PHOENIX, AZ, 85027
- Plan Type: 401(k)
- Total Participants: 345
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 345 | $5.2M | $164,512 | $531,182 |
| 2023 | 257 | $4.6M | $129,830 | $445,335 |
| 2022 | 260 | $4.2M | $105,149 | $345,570 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $28,588 | — | $28,588 |
| GLOBAL RETIREMENT PARTNERS, LLC | NONE | $18,899 | — | $18,899 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- GLOBAL RETIREMENT PARTNERS, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,487
- Estimated Expense Ratio: 0.914% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $47,487 | $18,899 | $28,588 | — | — |
| 2023 | $44,075 | $21,067 | $23,008 | — | — |
| 2022 | $52,757 | — | $52,757 | — | — |