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Sponsor portfolio

MOODY BIRDIE

EIN 81-5002780-Wholesale Trade-Latest filing 2024
Plans
2
Retirement
2
$951K assets
Welfare
0
Participants
11
10602 TRADEMARK PKWY., STE 507 - RANCHO CUCAMONGA, CA 91730626-383-9031moodybirdie.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002CashBalance-$841K - 4 part#001401k-$110K - 7 part

Retirement portfolio analytics

2 plans aggregated / $951K assets / 11 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • MOODY BIRDIE PENSION (#002)88%
  • BIRDIE RETIREMENT PLAN (#001)12%
Total $951KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BIRDIE RETIREMENT PLAN (#001)7
  • MOODY BIRDIE PENSION (#002)4
Total 11Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MOODY BIRDIE PENSION PLAN

CashBalance

Assets$841K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MOODY BIRDIE RETIREMENT PLAN

401k

Assets$110K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MOODY BIRDIE PENSION PLANCashBalance$841K42024
001MOODY BIRDIE RETIREMENT PLAN401k$110K72024
Retirement plans
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