Birch Family Services Retirement Plan
Sponsored by Birch Family Services, Inc. · EIN 112503193 · Plan #002
- Total assets
- $26.7M
- Net assets
- $26.7M
- Active participants
- 652
- With balances
- 734
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $102,547 |
| Baker Tilly Virchow Krause | Accounting | $29,820 |
| Usi Advisors, Inc. | Investment advisory (participants) | $22,970 |
| Smith & Downey | Legal | $7,076 |