Birch Wealth

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

413

Total plan assets

$87.1M

Filings (rows)

Direct comp

$11K

Indirect comp

SERVICES PROVIDED

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Slocum-Dickson Medical Group, PLLC Slocum-Dickson Medical Group, PLLC Retirement Plan · all filings	NEW HARTFORD, NY	Other service providers	413	$87.1M	$11K	$0