Plan Ledger DOL Form 5500 · updated monthly

Bird Technologies Group Inc.401(k)

BIRD TECHNOLOGIES GROUP INC. 401(K) PLAN AND TRUST · SOLON, OH · plan year 2025

Reported admin expense ratio · 2025
0.01%

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

Bird Technologies Group Inc. reported $3,965 in plan administrative expenses for 2025: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,754 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 3 years on file its reported administrative ratio fell from 0.012% to 0.011%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 808th-largest of 3,295 plans among Ohio employers on file, and the 3,808th of 13,661 in manufacturing. In 2025, employees put in $2.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$38,162,881
Participants with balances222
Active participants163
Employer contributions$774,944
Employee contributions$1,555,293
Employer contribution per active participant$4,754
Average account balance$171,905
Benefits paid to participants$3,741,688
Plan auditUnmodified (clean) audit opinion
AuditorMEADEN AND MOORE LTD
Plan history4
Yearassets · accounts · employer contribution
2025$38.2M · 222 accts · $775K emplr
2024$34.3M · 223 accts · $695K emplr
2023$32.7M · 222 accts · $704K emplr
2022$30.7M · 219 accts · $788K emplr
Administrative expenses, itemized · 2025
Investment management$8,721
Total administrative$3,965
The Bird Technologies Group Inc. 401(k) match · 2025
Employer contribution per active participant$4,754
Median for plans this size$2,666
2025$4,754 per active participant
2024$4,159 per active participant
2023$4,539 per active participant
2022$4,894 per active participant

Bird Technologies Group Inc.'s 2025 employer contribution ran above the $2,666 median for plans its size, placing it in the top 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,974
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history4
2025$3,965 · 0.01%
2024$553 · 0.00%
2023$760 · 0.00%
2022$3,955 · 0.01%
Same employer
Similar plansManufacturing · Ohio
Chase Industries, Inc. OH$39.1M · 0.33%
R.W. Beckett Corporation OH$38.9M · 0.03%
Schwebel Baking Company OH$38.5M · 0.20%
Desco Corporation OH$38.1M · 0.29%
Kosei St. Marys Corporation OH$38.0M · 0.12%
Feintool U.S. Operations OH$38.0M · 0.23%
Butech, Inc. OH$37.8M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341807716 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.