BIRCH TREE COMMUNITIES, INC. 401(k) Plan
What public Form 5500 filings show about the BIRCH TREE COMMUNITIES, INC. 401(k) plan — and how to find and check your own account.
The BIRCH TREE COMMUNITIES, INC. 401(k) on its latest Form 5500
BIRCH TREE COMMUNITIES, INC. (EIN 71-0680117) reports BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $10.4M in plan assets across 322 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 TREE COMMUNITIES, INC. filing — schedules, fees, and providers.
Who runs the BIRCH TREE COMMUNITIES, INC. 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your BIRCH TREE COMMUNITIES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, ALLIED BENEFIT SYSTEMS, SOWELL FINANCIAL SERVICES, CIGNA, DIGITAL INSURANCE.
How to check your BIRCH TREE COMMUNITIES, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask BIRCH TREE COMMUNITIES, INC. 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).