How big is Birch Lake Associates, LLC's plan?

Birch Lake Associates, LLC's plan reported $2.7M in assets and 8 participants for 2025.

Original filing (PDF)20260329203823NAL0008442657001

Birch Lake Associates, LLC

Name: Birch Lake Associates, LLC — Birch Lake Savings and, Form 5500 (2025)
Creator: Birch Lake Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Birch Lake Savings and Retirement Plan

401(k) retirement plan · Birch Lake Associates, LLC's Birch Lake Savings and Retirement Plan held $2.7M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Jack Butler signed Birch Lake Associates, LLC's 2025 Form 5500 as plan administrator.

Jack Butler — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Birch Lake Associates, LLC's EIN is 81-2228228.

EIN 81-2228228

Plan number 001

Plan year 2025

ACK ID 20260329203823NAL0008442657001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Birch Lake Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Birch Lake Associates, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BIRCH LAKE ASSOCIATES, LLC.

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Plan health score

Top-tier plan health

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

Helping the score