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Original filing (PDF)20251009165052NAL0016132018001
BIRCH, STEWART, KOLASCH & BIRCH, LLP
Form 5500
FILING_RECEIVED
BSKB - 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
120
Accounts w/ balance
199
Plan assets (EOY)
$67.5M
Net assets (EOY)
$67.5M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BIRCH, STEWART, KOLASCH & BIRCH, LLP.
Plan sponsor
Name
BIRCH, STEWART, KOLASCH & BIRCH, LLP
EIN
54-1042409
Address
2600 PARK TOWER DRIVE SUITE 600 · VIENNA, VA · 22180
Phone
(703) 205-8000
Industry
Law Offices· Professional & Technical Servicessee 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
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TURNER, LEINS AND GOLD, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $25K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | BROKERAGE SERVICES | $803 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TURNER LEINS & GOLD LLC | — | VIENNA, VA | AUDITOR | $18K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $9K | — |
Investments
26 direct securities · 1 pooled fund· $67.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$63.7M
26 holdings
Common Collective Trust
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab Sdb Corporate Stock, Mutual Funds n/a | — | — | — | $14.9M | 22.1% | |
| Vanguard 500 Index Fund Admiral - 1Vfiax Interest in registered investment companies n/a | — | — | — | $10.8M | 15.9% | |
| Mfs Mid Cap Value Fund Class R6 1Mvckx Interest in registered investment companies n/a | — | — | — | $4.9M | 7.3% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $3.9M | 5.8% | |
| American Century One Choice 2035 Instl 1Arlix Interest in registered investment companies n/a | — | — | — | $3.6M | 5.4% | |
| Delaware Ivy Mid Cap Growth Fund Class R6 1Igrfx Interest in registered investment companies n/a | — | — | — | $3.1M | 4.6% | |
| Mfs Value R3 1Meihx Interest in registered investment companies n/a | — | — | — | $2.8M | 4.1% | |
| Blackrock Liquidity FedFund Interest in registered investment companies n/a | — | — | — | $2.5M | 3.7% | |
| American Century One Choice 2055 Instl 1Arenx Interest in registered investment companies n/a | — | — | — | $2.2M | 3.3% | |
| Columbia Seligman Tech & Info Inst3 Ccoyx Interest in registered investment companies n/a | — | — | — | $2.1M | 3.1% | |
| Mfs Massachusetts Investors Gr Stk R4 1Migkx Interest in registered investment companies n/a | — | — | — | $1.8M | 2.7% | |
| Vanguard Developed Markets Index Admiral Interest in registered investment companies n/a | — | — | — | $1.8M | 2.6% | |
| American Century One Choice 2045 1Aooix Interest in registered investment companies n/a | — | — | — | $1.7M | 2.6% | |
| BNY Mellon Small Cap Stock Index InV 1Dissx Interest in registered investment companies n/a | — | — | — | $1.5M | 2.3% | |
| Virtus Seix Core Bond Fund 1Su-igb Interest in registered investment companies n/a | — | — | — | $1.5M | 2.2% | |
| Vanguard Explorer Fund Admiral Shares Interest in registered investment companies n/a | — | — | — | $1.3M | 1.9% | |
| Issuer and description of investment Cost Current value American Century One Choice 2025 1Arwfx Interest in registered investment companies n/a | — | — | — | $1.3M | 1.9% | |
| Invesco Real Estate R5 - 1Iarix Interest in registered investment companies n/a - Janus Forty Triton - 1Jactx Interest in registered investment companies n/a | — | — | — | $1.2M | 1.8% | |
| Mfs Research International R4 - 1Mrsjx Interest in registered investment companies n/a | — | — | — | $1.1M | 1.6% | |
| Federated Short-Inter Total Return Bd Ss 1Fgcsx Interest in registered investment companies n/a | — | — | — | $783K | 1.2% | |
| American Funds U.S. Government Securities Fund Class R6 1Rgvgx Interest in registered investment companies n/a | — | — | — | $619K | 0.9% | |
| Clearbridge Appreciation I 1Sapyx Interest in registered investment companies n/a | — | — | — | $608K | 0.9% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z Interest in registered investment companies n/a | — | — | — | $569K | 0.8% | |
| Participant notes receivable Interest-bearing at 4.25% - 6.5%, -0- | — | — | — | $439K | 0.7% | |
| Federated Clover Small Value Instl 1Vsfix Interest in registered investment companies n/a | — | — | — | $305K | 0.5% | |
| American Century One Choice In Ret Instl 1Attix Interest in registered investment companies n/a | — | — | — | $233K | 0.3% | |
| Schwab Sdb Roth Corporate Stock, Mutual Funds n/a | — | — | — | $108K | 0.2% |