W.C. Bird Private Wealth Management 401(k) Plan

The W.C. Bird Private Wealth Management 401(k) on its latest Form 5500

W.C. Bird Private Wealth Management (EIN 99-2419839) reports W.C. BIRD PRIVATE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $94K in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full W.C. Bird Private Wealth Management filing — schedules, fees, and providers.

Who runs the W.C. Bird Private Wealth Management 401(k)?

W.C. Bird Private Wealth Management’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask W.C. Bird Private Wealth ManagementHR for the recordkeeper’s name and login.

How to check your W.C. Bird Private Wealth Management 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask W.C. Bird Private Wealth Management HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).