What public Form 5500 filings show about the Birch Family Services, Inc. 401(k) plan — and how to find and check your own account.
Birch Family Services, Inc. (EIN 11-2503193) reports BIRCH FAMILY SERVICES RETIREMENT PLAN on its most recent Form 5500, with $24.1M in plan assets across 808 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 Birch Family Services, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Birch Family Services, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SMITH & DOWNEY, USI ADVISORS, BAKER TILLY VIRCHOW KRAUSE.
