Birch Family Services, INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Birch Family Services, INC.
  • Sponsor EIN: 112503193
  • Sponsor Address: 104 WEST 29TH STREET, 3RD FLOOR, NEW YORK, NY, 100015310
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 808
  • Total Assets: $14.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023808$14.5M$0$2.0M
2022810$11.7M$0$1.8M

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