Back to filter
Original filing (PDF)20250929070443NAL0010974721001
BIRDI, INC.
Form 5500-SF
FILING_RECEIVED
BIRDI, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
237
Accounts w/ balance
136
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- No independent qualified public accountant (IQPA) named.
- 57% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BIRDI, INC..
Plan sponsor
Name
BIRDI, INC.
EIN
86-2389922
Address
10181 SCRIPPS GATEWAY CT · SAN DIEGO, CA · 92131
Phone
(248) 380-2111
Industry
Retail Tradesee 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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
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 providersRelated plans
Similar-size Retail Trade plans
SMITH COUNTY DRUG CENTER, INC.
SMITH COUNTY DRUG CENTER, INC. 401(K) & PSP
$5.4M · 16 participants
W-S ASSOCIATES, INC.
APPLE DISCOUNT DRUGS 401(K) PLAN
$5.4M · 73 participants
MAC RX, LLC
MAC RX, LLC 401(K) PLAN
$5.3M · 202 participants
BARNES DRUG STORES OF VALDOSTA, INC.
BARNES HEALTH CARE SERVICES 401K PLAN
$5.3M · 185 participants
BROADWAY PHARMACY, INC.
BROADWAY PHARMACY, INC. CASH BALANCE PENSION PLAN
$5.4M · 3 participants
TAMPA FAMILY PHARMACY, LLC
CAN FOR-PROFIT 401(K) RETIREMENT PLAN
$5.4M · 160 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B