How big is Birch Hill Investment Advisors, LLC's plan?

Birch Hill Investment Advisors, LLC's plan reported $16.4M in assets and 18 participants for 2024.

Original filing (PDF)20250603090833NAL0018327984001

Birch Hill Investment Advisors, LLC

Name: Birch Hill Investment Advisors, LLC — Birch Hill, Form 5500 (2024)
Creator: Birch Hill Investment Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Birch Hill Investment Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Birch Hill Investment Advisors, LLC's Birch Hill Investment Advisors, LLC 401(k) Profit Sharing Plan held $16.4M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.4M

Net assets (EOY)

$16.4M

Plan identifiers

Birch Hill Investment Advisors, LLC's EIN is 20-8723327.

EIN 20-8723327

Plan number 001

Plan year 2024

ACK ID 20250603090833NAL0018327984001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Birch Hill Investment Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Birch Hill Investment Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BIRCH HILL INVESTMENT ADVISORS, LLC.

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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