# Birch Tree Communities, INC. 401(k) Plan
Source: https://planprovider.pro/companies/birch-tree-communities-inc-401k-plan

> Birch Tree Communities, INC.'s 401(k) plan: 322 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [LITTLE SHANEYFELT MARSHALL & CO](https://planprovider.pro/provider/little-shaneyfelt-marshall-and-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|

## Similar Plans

- [Circle Of Life Hospice & Palliativate Care](https://planprovider.pro/companies/circle-of-life-hospice-palliativate-care-plan) — 336 participants

- [Methodist Family Health, INC.](https://planprovider.pro/companies/methodist-family-health-inc-401k-plan) — 403 participants

- [Aegis Therapies, INC.](https://planprovider.pro/companies/aegis-therapies-inc-401k-plan) — 4,471 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/birch-tree-communities-inc-401k-plan)

© 2026 PlanProvider.Pro