How big is White Birch Educational Services, LLC's plan?

White Birch Educational Services, LLC's plan reported $286K in assets and 73 participants for 2024.

Original filing (PDF)20250411154319NAL0026417297001

White Birch Educational Services, LLC

Name: White Birch Educational Services, LLC — White Birch, Form 5500 (2024)
Creator: White Birch Educational Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

White Birch Educational Services LLC 401 K Plan

401(k) retirement plan · White Birch Educational Services, LLC's White Birch Educational Services LLC 401 K Plan held $286K in plan assets for 73 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$286K

Net assets (EOY)

$286K

People on this filing

TARA Evans, for TAG Resources signed White Birch Educational Services, LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

White Birch Educational Services, LLC's EIN is 82-1582051.

EIN 82-1582051

Plan number 001

Plan year 2024

ACK ID 20250411154319NAL0026417297001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for White Birch Educational Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

White Birch Educational Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off