How big is The Birchtree Center's plan?

The Birchtree Center's plan reported $1.5M in assets and 71 participants for 2024.

Original filing (PDF)20250512092129NAL0025037520001

The Birchtree Center

Name: The Birchtree Center — The Birchtree Center 401(k), Form 5500 (2024)
Creator: The Birchtree Center
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Birchtree Center 401(k) Plan

401(k) retirement plan · The Birchtree Center's The Birchtree Center 401(k) Plan held $1.5M in plan assets for 71 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Holly Robacher signed The Birchtree Center's 2024 Form 5500 as plan administrator.

Holly Robacher — 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

The Birchtree Center's EIN is 02-0520364.

EIN 02-0520364

Plan number 001

Plan year 2024

ACK ID 20250512092129NAL0025037520001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Birchtree Center from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Birchtree Center's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off