How big is Birch Agency, Inc.'s plan?

Birch Agency, Inc.'s plan reported $204K in assets and 83 participants for 2025.

Original filing (PDF)20260422144314NAL0003659185001

Birch Agency, Inc.

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

Form 5500-SF

FILING_RECEIVED

Birch Agency, Inc. 401(k) Plan

401(k) retirement plan · Birch Agency, Inc.'s Birch Agency, Inc. 401(k) Plan held $204K in plan assets for 83 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$204K

Net assets (EOY)

$204K

People on this filing

JON Conrad signed Birch Agency, Inc.'s 2025 Form 5500 as plan administrator.

JON Conrad — 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

Birch Agency, Inc.'s EIN is 46-3111311.

EIN 46-3111311

Plan number 001

Plan year 2025

ACK ID 20260422144314NAL0003659185001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Birch Agency, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

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