Birch Tree Communities, Inc. 401(k) Profit Sharing Plan
Sponsored by Birch Tree Communities, Inc. · EIN 710680117 · Plan #001
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 322
- With balances
- 257
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sowell Financial Services, Llc CRD 127145 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $24,345 |
| Sowell Financial Services Llc | Investment advisory (plan) | $21,929 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $1,051 |