Amanda MACE signed Birch Tree Communities, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Birch Tree Communities, Inc.'s EIN is 71-0680117.
Download the official 2024 Form 5500 (PDF) for Birch Tree Communities, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Birch Tree Communities, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOWELL FINANCIAL SERVICES LLC | 02-0691794 | — | ADVISOR | $22K | — |
| STRATEGIC ADVISORS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $1.6M | 15.7% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $1.6M | 15.4% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $1.2M | 11.2% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $781K | 7.5% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $746K | 7.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $736K | 7.1% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $524K | 5.0% | |
| Participant Loans January 2025 to January 2030 N/A | Participant loans | — | — | $513K | 4.9% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $487K | 4.7% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $396K | 3.8% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $358K | 3.4% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $331K | 3.2% | |
| Fidelity Blue Chip Growth K6 Fund | Mutual Funds | — | — | $217K | 2.1% | |
| Capital Group American Funds American Mutual Fund | Mutual Funds | — | — | $137K | 1.3% | |
| T. Rowe Price T. Rowe Price Dividend Growth Fund | Other securities | — | — | $93K | 0.9% | |
| Blackrock Health Sciences Opportunities Fund | Other securities | — | — | $91K | 0.9% | |
| Fidelity Global ex U.S. Index Fund | Common Collective Trusts | — | — | $81K | 0.8% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $80K | 0.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $61K | 0.6% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $58K | 0.6% | |
| American Century American Century Mid Cap Value Fund | Other securities | — | — | $55K | 0.5% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $45K | 0.4% | |
| Fidelity Freedom 2010 Fund | Mutual Funds | — | — | $44K | 0.4% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $35K | 0.3% | |
| Fidelity International Capital Appreciation K6 Fund | Mutual Funds | — | — | $22K | 0.2% | |
| Fidelity Total Bond K6 Fund | Mutual Funds | — | — | $18K | 0.2% | |
| Cohen & Steers C&S Realty Shares Z ** 371 Goldman Sachs Goldman Sachs Technology Opportunities Fund | Other securities | — | — | $16K | 0.2% | |
| AllianceBernstein AB Small Cap Growth Portfolio | Other securities | — | — | $14K | 0.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $9K | <0.1% | |
| MFS Fund Distributors MFS Mid Cap Growth Fund Class | Mutual Funds | — | — | $9K | <0.1% | |
| Delaware Funds Delaware Ivy Science and Technology Fund | Other securities | — | — | $8K | <0.1% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $8K | <0.1% | |
| Allspring Special Small Cap Value Fund | Other securities | — | — | $6K | <0.1% | |
| Interest Identity of Issue Description of investment Cost Value J.P. Morgan Chase JPMorgan Government Bond Fund | U.S. Treasuries | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $1K |
| — |
