Plan Snapshot
- Plan Sponsor: Birch, Stewart, Kolasch & Birch, LLP
- Sponsor EIN: 541042409
- Sponsor Address: 2600 PARK TOWER DRIVE SUITE 600, VIENNA, VA, 22180
- Plan Type: DC
- Total Participants: 120
- Total Assets: $67.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 120 | $67.5M | $650,367 | $1.3M |
| 2023 | 120 | $57.9M | $1.1M | $1.2M |
| 2022 | 130 | $48.1M | $1.0M | $1.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $24,619 | — | $24,619 |
| TURNER LEINS & GOLD LLC | AUDITOR | $18,330 | — | $18,330 |
| TURNER, LEINS AND GOLD, LLC | Auditor | $18,330 | — | $18,330 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $8,822 | — | $8,822 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
- TURNER, LEINS AND GOLD, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,101
- Estimated Expense Ratio: 0.104% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $53,775 | $33,441 | — | $18,330 | — |
| 2023 | $44,456 | $26,358 | — | $17,605 | — |
| 2022 | $41,193 | — | $41,193 | — | — |