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Original filing (PDF)20251001181953NAL0006056915001
BIRCH GROVE SOFTWARE, INC.
Form 5500
FILING_RECEIVED
ACTIVTRAK 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
134
Accounts w/ balance
126
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BIRCH GROVE SOFTWARE, INC..
Plan sponsor
Name
BIRCH GROVE SOFTWARE, INC.
EIN
75-2602877
Address
1501 SOUTH MOPAC EXPRESSWAY · STE 155 · AUSTIN, TX · 78746
Phone
(503) 896-0383
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $946 | — |
Investments
28 direct securities· $6.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $1.1M | 17.8% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $760K | 12.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $685K | 10.9% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $652K | 10.3% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $559K | 8.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $399K | 6.3% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $392K | 6.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $273K | 4.3% | |
| Fidelity Advisor Growth Opp Z Fidelity 0 | — | — | — | $231K | 3.7% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $179K | 2.8% | |
| JPMorgan U.S. Equity R6 JP Morgan 0 | — | — | — | $108K | 1.7% | |
| Vanguard Total World Stock Index Adm Vanguard 0 | — | — | — | $106K | 1.7% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $98K | 1.5% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $91K | 1.4% | |
| American Century Small Cap Value R6 American Century 0 | — | — | — | $76K | 1.2% | |
| Vanguard International Value Inv Vanguard 0 | — | — | — | $75K | 1.2% | |
| Vanguard High Dividend Yield Index Adm Vanguard 0 | — | — | — | $72K | 1.1% | |
| Fidelity Real Estate Index Fidelity 0 | — | — | — | $69K | 1.1% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $69K | 1.1% | |
| AB Small Cap Growth Portfolio Z Alliance Bernstein 0 | — | — | — | $69K | 1.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $48K | 0.8% | |
| Fidelity Advisor Intl Cap Appr Z Fidelity 0 | — | — | — | $40K | 0.6% | |
| Fidelity Total International Index Fidelity 0 | — | — | — | $33K | 0.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $24K | 0.4% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $17K | 0.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $10K | 0.2% | |
| Vanguard Core Bond Adm Vanguard 0 | — | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $2K | <0.1% |
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