How big is Birch Management Group, Inc.'s plan?

Birch Management Group, Inc.'s plan reported $2.8M in assets and 57 participants for 2024.

Original filing (PDF)20250708105035NAL0006833888001

Birch Management Group, Inc.

Name: Birch Management Group, Inc. — Birch Management, Form 5500 (2024)
Creator: Birch Management Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Birch Management Group, Inc. 401(k) Plan

401(k) retirement plan · Birch Management Group, Inc.'s Birch Management Group, Inc. 401(k) Plan held $2.8M in plan assets for 57 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Birch Management Group, Inc.'s EIN is 46-5022537.

EIN 46-5022537

Plan number 001

Plan year 2024

ACK ID 20250708105035NAL0006833888001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Birch Management Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Birch Management Group, Inc.'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 MANAGEMENT GROUP, INC..

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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