How big is Silver Birch Services LLC's plan?

Silver Birch Services LLC's plan reported $749K in assets and 453 participants for 2025.

Original filing (PDF)20260511081024NAL0007178464001

Silver Birch Services LLC

Name: Silver Birch Services LLC — Silver Birch Living, Form 5500 (2025)
Creator: Silver Birch Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Silver Birch Living 401(k) Savings Plan

401(k) retirement plan · Silver Birch Services LLC's Silver Birch Living 401(k) Savings Plan held $749K in plan assets for 453 participants in 2025.

Signals · 1

No auditor on file

Active participants

453

Accounts w/ balance

Plan assets (EOY)

$749K

Net assets (EOY)

$749K

People on this filing

Shannon Mohar signed Silver Birch Services LLC's 2025 Form 5500 as plan administrator.

Shannon Mohar — 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

Silver Birch Services LLC's EIN is 82-3479583.

EIN 82-3479583

Plan number 001

Plan year 2025

ACK ID 20260511081024NAL0007178464001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score