What public Form 5500 filings show about the Birch Lake Associates, LLC 401(k) plan — and how to find and check your own account.
Birch Lake Associates, LLC (EIN 81-2228228) reports BIRCH LAKE SAVINGS AND RETIREMENT PLAN on its most recent Form 5500, with $2.7M in plan assets across 8 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 Lake Associates, LLC filing — schedules, fees, and providers.
Birch Lake Associates, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Birch Lake Associates, LLCHR for the recordkeeper’s name and login.
