How big is Thomas J Birch Financial LLC's plan?

Thomas J Birch Financial LLC's plan reported $352K in assets and 2 participants for 2024.

Original filing (PDF)20250715141058NAL0001373987001

Thomas J Birch Financial LLC

Name: Thomas J Birch Financial LLC — Thomas J Birch, Form 5500 (2024)
Creator: Thomas J Birch Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thomas J Birch Financial LLC 401(k) Plan

401(k) retirement plan · Thomas J Birch Financial LLC's Thomas J Birch Financial LLC 401(k) Plan held $352K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$352K

Net assets (EOY)

$352K

People on this filing

Thomas J Birch signed Thomas J Birch Financial LLC's 2024 Form 5500 as plan administrator.

Thomas J Birch — 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

Thomas J Birch Financial LLC's EIN is 94-3305153.

EIN 94-3305153

Plan number 001

Plan year 2024

ACK ID 20250715141058NAL0001373987001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Thomas J Birch Financial LLC's 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 THOMAS J BIRCH FINANCIAL 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