Sponsor portfolio
BIRKHEAD HEATING & AIR
EIN 61-0570320mechanical or industrial engineeringLatest filing 2025
Plans
2
Retirement
1
$2.0M assets
Welfare
1
Participants
54
1224 OLD FERN VALLEY ROAD, SUITE 100 - LOUISVILLE, KY 40219502-367-1212birkheadco.comLinkedIn11-50 employeesmechanical or industrial engineering
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BIRKHEAD COMPANY INCORPORATED 401(K) PROFIT SHARING PLAN TRUST
401k
Assets$2.0M
Participants37
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
BIRKHEAD HEATING & AIR CBS BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BIRKHEAD COMPANY INCORPORATED 401(K) PROFIT SHARING PLAN TRUST | 401k | $2.0M | 37 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BIRKHEAD HEATING & AIR CBS BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans