Plan Ledger DOL Form 5500 · updated monthly

Bird Acquisition, LLC401(k)

BIRD ACQUISITION 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.97%

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

Bird Acquisition, LLC reported $47,487 in plan administrative expenses for 2024: 0.97% of average plan assets, higher than ~75% of peers. Employer contributions averaged $477 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 1.11% to 0.97%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Arizona (823rd of 1,285), and 9,724th of 11,654 in professional & technical services. In 2024, employees put in $3.23 for every $1.00 the employer contributed; active participation has grown from 260 to 345 since 2022.

Plan summary
Net assets, end of year$5,189,895
Participants with balances176
Active participants345
Employer contributions$164,512
Employee contributions$531,182
Employer contribution per active participant$477
Average account balance$29,488
Benefits paid to participants$732,020
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 176 accts · $165K emplr
2023$4.6M · 168 accts · $130K emplr
2022$4.2M · 148 accts · $105K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,588
Investment management$18,899
Total administrative$47,487
The Bird Acquisition, LLC 401(k) match · 2024
Employer contribution per active participant$477
Median for plans this size$1,313
2024$477 per active participant
2023$505 per active participant
2022$404 per active participant

Bird Acquisition, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$28,588
GLOBAL RETIREMENT PARTNERS, LLC · Investment advisory (plan)$18,899

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$47,487 · 0.97%
2023$44,075 · 1.00%
2022$52,757 · 1.11%
Same employer
Similar plansProfessional & Technical Services · Arizona
Gen-Tech AZ$5.4M · 0.45%
Soaren Management LLC AZ$5.2M · 0.85%
Solera Health AZ$4.9M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260714915 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.