Birch, Stewart, Kolasch & Birch, LLP 401(k) Plan

The Birch, Stewart, Kolasch & Birch, LLP 401(k) on its latest Form 5500

Birch, Stewart, Kolasch & Birch, LLP (EIN 54-1042409) reports BSKB - 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $67.5M in plan assets across 120 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, Stewart, Kolasch & Birch, LLP filing — schedules, fees, and providers.

Who runs the Birch, Stewart, Kolasch & Birch, LLP 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Birch, Stewart, Kolasch & Birch, LLP 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ONEDIGITAL INVESTMENT ADVISORS, EMPOWER ANNUITY INSURANCE O, CHARLES SCHWAB & CO, TURNER LEINS & GOLD.

How to check your Birch, Stewart, Kolasch & Birch, LLP 401(k)

• Log in to Empower’s participant portal (the site on your statements).
• Ask Birch, Stewart, Kolasch & Birch, LLP HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).