How big is Birch Benefits' plan?

Birch Benefits' plan reported $896K in assets and 14 participants for 2024.

Original filing (PDF)20250528131759NAL0004405299001

Birch Benefits

Name: Birch Benefits — Birch Benefits LLC 401(k) Plan, Form 5500 (2024)
Creator: Birch Benefits
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Birch Benefits LLC 401(k) Plan

401(k) retirement plan · Birch Benefits' Birch Benefits LLC 401(k) Plan held $896K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$896K

Net assets (EOY)

$896K

People on this filing

Patrick KAIN signed Birch Benefits' 2024 Form 5500 as plan administrator.

Patrick KAIN — 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 Benefits' EIN is 83-1352484.

EIN 83-1352484

Plan number 001

Plan year 2024

ACK ID 20250528131759NAL0004405299001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Birch Benefits' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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