How big is Birchcreek Wealth Management, LLC's plan?

Birchcreek Wealth Management, LLC's plan reported $714K in assets and 5 participants for 2024.

Original filing (PDF)20250805123911NAL0002209568001

Birchcreek Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Birchcreek Wealth Management Retirement Plan

401(k) retirement plan · Birchcreek Wealth Management, LLC's Birchcreek Wealth Management Retirement Plan held $714K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$714K

Net assets (EOY)

$714K

People on this filing

Daniel Johnson signed Birchcreek Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Daniel Johnson — 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

Birchcreek Wealth Management, LLC's EIN is 84-2601302.

EIN 84-2601302

Plan number 001

Plan year 2024

ACK ID 20250805123911NAL0002209568001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Birchcreek Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Birchcreek Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BIRCHCREEK WEALTH MANAGEMENT, 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