Plan Snapshot
- Plan Sponsor: Birch Tree Communities, INC.
- Sponsor EIN: 710680117
- Sponsor Address: PO BOX 1589, BENTON, AR, 72018
- Plan Type: 401(k)
- Total Participants: 322
- Total Assets: $10.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 322 | $10.4M | $691,793 | $604,122 |
| 2023 | 301 | $8.9M | $701,577 | $520,409 |
| 2022 | 270 | $7.2M | $543,371 | $402,689 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $24,345 | — | $24,345 |
| SOWELL FINANCIAL SERVICES LLC | ADVISOR | $21,929 | — | $21,929 |
| LITTLE SHANEYFELT MARSHALL & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- LITTLE SHANEYFELT MARSHALL & CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,274
- Estimated Expense Ratio: 0.446% 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 | $47,315 | — | — | — | — |
| 2023 | $37,582 | — | — | — | — |
| 2022 | $36,717 | — | — | — | $36,717 |