How big is Two Bird Wealth Strategies' plan?

Two Bird Wealth Strategies' plan reported $2.2M in assets and 9 participants for 2025.

Original filing (PDF)20260415100439NAL0026060000001

Two Bird Wealth Strategies

Name: Two Bird Wealth Strategies — Two Bird Wealth, Form 5500 (2025)
Creator: Two Bird Wealth Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Two Bird Wealth Strategies 401(k) Plan

401(k) retirement plan · Two Bird Wealth Strategies' Two Bird Wealth Strategies 401(k) Plan held $2.2M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Two Bird Wealth Strategies' EIN is 33-2391514.

EIN 33-2391514

Plan number 001

Plan year 2025

ACK ID 20260415100439NAL0026060000001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Two Bird Wealth Strategies from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Two Bird Wealth Strategies' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TWO BIRD WEALTH STRATEGIES.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score