How big is The Birchmere Group, LLC's plan?

The Birchmere Group, LLC's plan reported $2.8M in assets and 11 participants for 2025.

Original filing (PDF)20260415132211NAL0019860769001

The Birchmere Group, LLC

Name: The Birchmere Group, LLC — The Birchmere Group, LLC, Form 5500 (2025)
Creator: The Birchmere Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Birchmere Group, LLC 401(k) Plan

401(k) retirement plan · The Birchmere Group, LLC's The Birchmere Group, LLC 401(k) Plan held $2.8M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Stewart Redfield signed The Birchmere Group, LLC's 2025 Form 5500 as plan administrator.

Stewart Redfield — 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 Birchmere Group, LLC's EIN is 27-0784504.

EIN 27-0784504

Plan number 001

Plan year 2025

ACK ID 20260415132211NAL0019860769001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Birchmere Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Birchmere Group, 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 THE BIRCHMERE GROUP, 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