Assets by plan
Share of aggregate retirement assets
51%top
Sponsor portfolio
W.C. BIRD PRIVATE WEALTH MANAGEMENT
EIN 99-2419839Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$186K assets
Welfare
0
Participants
6
106 S LEROY STREET - FENTON, MI 48430810-354-1997
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $186K assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
W.C. BIRD PRIVATE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$94K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
W.C. BIRD PRIVATE WEALTH MANAGEMENT CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$92K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | W.C. BIRD PRIVATE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $94K | 3 | 2025 | |
| 002 | W.C. BIRD PRIVATE WEALTH MANAGEMENT CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $92K | 3 | 2025 |
Retirement plans