How big is Birchfield Partners LLC's plan?

Birchfield Partners LLC's plan reported $538K in assets and 2 participants for 2024.

Original filing (PDF)20250815120544NAL0024107858001

Birchfield Partners LLC

Name: Birchfield Partners LLC — Birchfield Partners LLC, Form 5500 (2024)
Creator: Birchfield Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Birchfield Partners LLC 401(k) Plan

401(k) retirement plan · Birchfield Partners LLC's Birchfield Partners LLC 401(k) Plan held $538K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$538K

Net assets (EOY)

$538K

People on this filing

William R White signed Birchfield Partners LLC's 2024 Form 5500 as plan administrator.

William R White — 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

Birchfield Partners LLC's EIN is 82-2956532.

EIN 82-2956532

Plan number 001

Plan year 2024

ACK ID 20250815120544NAL0024107858001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Birchfield Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Birchfield Partners LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 BIRCHFIELD PARTNERS 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