Birch Family Services 403(b) Retirement Savings Plan
Sponsored by Birch Family Services, Inc. · EIN 112503193 · Plan #001
- Total assets
- $18.1M
- Net assets
- $18.1M
- Active participants
- 874
- With balances
- 789
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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 | $76,133 |
| Baker Tilly Virchow Krause | Accounting | $22,007 |
| Usi Advisors, Inc. | Investment advisory (participants) | $12,700 |
| Smith & Downey | Legal | $5,918 |