What public Form 5500 filings show about the Birch Tree Medical Associates 401(k) plan — and how to find and check your own account.
Birch Tree Medical Associates (EIN 20-2368836) reports BIRCH TREE MEDICAL ASSOCIATES 401(K) PLAN on its most recent Form 5500, with $529K in plan assets across 3 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 Medical Associates filing — schedules, fees, and providers.
Birch Tree Medical Associates’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 Tree Medical AssociatesHR for the recordkeeper’s name and login.
