· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BIRCH TREE ACADEMY 1 LLC — BIRCH TREE ACADEMY 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251008124019NAL0003006003001
BIRCH TREE ACADEMY 1 LLC
Form 5500-SF
FILING_RECEIVED
BIRCH TREE ACADEMY 401(K) PLAN
401(k) retirement plan
Active participants
71
Accounts w/ balance
57
Plan assets (EOY)
$788K
Net assets (EOY)
$788K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BIRCH TREE ACADEMY 1 LLC
.
Find decision makers
Plan sponsor
Name
BIRCH TREE ACADEMY 1 LLC
EIN
47-2073842
Address
11332 NE 122ND WAY SUITE 130 · KIRKLAND, WA · 98034
Phone
(425) 644-3442
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
ONE STONE INC
ONE STONE INC 403(B) PLAN
$788K · 15 participants
EDUCATION MANAGEMENT, INC.
BLUE CLIFF COLLEGE 401(K) PLAN
$788K · 189 participants
VOCATIONAL CAREERS CORP
VOCATIONAL CAREERS CORP PROFIT SHARING PLAN
$787K · 19 participants
CHRISTIAN LEARNING CENTER
ALL BELONG 403 (B) PLAN
$789K · 18 participants
MANZANITA SCHOOL AND INSTITUTE
MANZANITA SCHOOL 403(B) PLAN
$787K · 44 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
GREENE HILL SCHOOL
GREENE HILL SCHOOL 401K PLAN
$789K · 36 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants