Birch Point Holdings, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Birch Point Holdings, INC.
  • Sponsor EIN: 451965821
  • Sponsor Address: 24400 HIGHWAY MN 22., LITCHFIELD, MN, 55355
  • Plan Type: 401(k)
  • Total Participants: 53
  • Total Assets: $4.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • 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.
202453$4.5M$64,475$303,766
202383$4.0M$61,156$312,339
202295$3.5M$55,600$289,841

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