What public Form 5500 filings show about the Birch Tree Communities, Inc. 401(k) plan — and how to find and check your own account.
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.
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.
