How big is Birchbrook's plan?

Birchbrook's plan reported $2.2M in assets and 8 participants for 2025.

Original filing (PDF)20260424105055NAL0003137603001

Birchbrook

Name: Birchbrook — Birchbrook 401(k) Retirement Plan, Form 5500 (2025)
Creator: Birchbrook
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Birchbrook 401(k) Retirement Plan

401(k) retirement plan · Birchbrook's Birchbrook 401(k) Retirement Plan held $2.2M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Lucie Estabrook signed Birchbrook's 2025 Form 5500 as plan administrator.

Lucie Estabrook — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Birchbrook's EIN is 01-0490524.

EIN 01-0490524

Plan number 001

Plan year 2025

ACK ID 20260424105055NAL0003137603001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Birchbrook from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Birchbrook's plan includes ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BIRCHBROOK.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score