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Original filing (PDF)20251014112050NAL0001277347001
3 LIL BIRDS EXPRESS
Form 5500
FILING_RECEIVED
3 LIL BIRDS EXPRESS 401(K) PLAN
401(k) retirement plan
Signals · 2
45% in single holdingNo recordkeeper disclosed
Active participants
111
Accounts w/ balance
100
Plan assets (EOY)
$302K
Net assets (EOY)
$302K
How this plan invests
This plan
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
78
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Mutual Fund" is 45% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 3 LIL BIRDS EXPRESS.
Plan sponsor
Name
3 LIL BIRDS EXPRESS
EIN
85-1889473
Address
43481 GOLDEN MEADOW CIRCLE · ASHBURN, VA · 20147
Phone
(703) 577-8196
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CJ CPAS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
6 direct securities· $295K(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Mutual Fund | — | — | — | $133K | 43.9% | |
| Vanguard Total Intl Stock Mutual Fund | — | — | — | $83K | 27.3% | |
| Vanguard Total Bond Market Mutual Fund | — | — | — | $40K | 13.1% | |
| Vanguard Real Estate Mutual Fund | — | — | — | $22K | 7.4% | |
| Vanguard Total Intl Bond Mutual Fund | — | — | — | $17K | 5.7% | |
| Vanguard Short-Term Infl-Prot Mutual Fund | — | — | — | $1K | 0.4% |
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