How big is Birch Island Partners, LLC's plan?

Birch Island Partners, LLC's plan reported $2.5M in assets and 4 participants for 2025.

Original filing (PDF)20260217101249NAL0005580305001

Birch Island Partners, LLC

Name: Birch Island Partners, LLC — Birch Island Partners, Form 5500 (2025)
Creator: Birch Island Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Birch Island Partners, LLC 401(k) Plan

401(k) retirement plan · Birch Island Partners, LLC's Birch Island Partners, LLC 401(k) Plan held $2.5M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Birch Island Partners, LLC's EIN is 20-8818740.

EIN 20-8818740

Plan number 001

Plan year 2025

ACK ID 20260217101249NAL0005580305001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Birch Island Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Birch Island Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 ISLAND PARTNERS, 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