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  2. Red Bird Wealth Planning

Filings through Oct 24, 2026.

Red Bird Wealth Planning

EIN 99-2838003-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$543K assets
Health & Benefits
0
Participants
2
1220 SOUTH FORT THOMAS AVE - FORT THOMAS, KY 41075
Plans on this EIN
1 filing
#001401(k)-$543K - 2 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

RED BIRD WEALTH PLANNING 401(K) PLAN

401(k)

Assets$543K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001RED BIRD WEALTH PLANNING 401(K) PLAN401(k)$543K22025
  • RED BIRD WEALTH PLANNING 401(K) PLAN$543K
    #001 · 401(k) · 20252
Retirement plans
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