Birch Hill Investment Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,021

Total plan assets

$591.7M

Filings (rows)

Direct comp

$47K

Indirect comp

SERVICES PROVIDED

Investment manager6

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Sullivan & Worcester LLP Sullivan & Worcester LLP Savings and Investment Plan · all filings	BOSTON, MA	Investment manager	197	$117.9M	$10K	$0
Sullivan & Worcester LLP Sullivan & Worcester LLP Savings and Investment Plan · all filings	BOSTON, MA	Investment manager	191	$108.1M	$10K	$0
Sullivan & Worcester LLP Sullivan & Worcester LLP Savings and Investment Plan · all filings	BOSTON, MA	Investment manager	188	$102.4M	$10K	$0
Sullivan & Worcester LLP Sullivan & Worcester LLP Retirement Plan · all filings	BOSTON, MA	Investment manager	154	$97.0M	$6K	$0
Sullivan & Worcester LLP Sullivan & Worcester LLP Retirement Plan · all filings	BOSTON, MA	Investment manager	147	$86.5M	$6K	$0
Sullivan & Worcester LLP Sullivan & Worcester LLP Retirement Plan · all filings	BOSTON, MA	Investment manager	144	$79.9M	$6K	$0