How big is Moody Birdie's plan?

Moody Birdie's plan reported $841K in assets and 4 participants for 2024.

Original filing (PDF)20250929113308NAL0017762722001

Moody Birdie

Name: Moody Birdie — Moody Birdie Pension Plan, Form 5500 (2024)
Creator: Moody Birdie
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Moody Birdie Pension Plan

Defined-benefit pension plan · Moody Birdie's Moody Birdie Pension Plan held $841K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$841K

Net assets (EOY)

$841K

Plan identifiers

Moody Birdie's EIN is 81-5002780.

EIN 81-5002780

Plan number 002

Plan year 2024

ACK ID 20250929113308NAL0017762722001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Moody Birdie from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Moody Birdie's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOODY BIRDIE.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

MOODY BIRDIE

EIN

all filings

Address

10602 TRADEMARK PKWY., STE 507 · RANCHO CUCAMONGA, CA · 91730

Phone

(626) 383-9031

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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