# Bird Acquisition, LLC 401(k) Plan
Source: https://planprovider.pro/companies/bird-acquisition-llc-401k-plan

> Bird Acquisition, LLC's 401(k) plan: 345 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [GLOBAL RETIREMENT PARTNERS, LLC](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Broadpath, LLC](https://planprovider.pro/companies/broadpath-llc-plan) — 357 participants

- [Fst Technical Services, INC](https://planprovider.pro/companies/fst-technical-services-inc-401k-plan) — 323 participants

- [Asi Operations LLC](https://planprovider.pro/companies/asi-operations-llc-401k-plan) — 317 participants

- [Intra Edge, INC.](https://planprovider.pro/companies/intra-edge-inc-401k-plan) — 474 participants

- [Health Services Holdings, INC.](https://planprovider.pro/companies/health-services-holdings-inc-401k-plan) — 475 participants

- [The Money Source](https://planprovider.pro/companies/the-money-source-401k-plan) — 521 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bird-acquisition-llc-401k-plan)

© 2026 PlanProvider.Pro