Plan Snapshot
- Plan Sponsor: Birch Tree Communities, INC.
- Sponsor EIN: 710680117
- Sponsor Address: P.O. BOX 1589, BENTON, AR, 72018
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 356
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 356 | $0 | $0 | $0 |
| 2024 | 335 | $0 | $0 | $0 |
| 2023 | 328 | $0 | $0 | $0 |
| 2022 | 285 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| ALLIED BENEFIT SYSTEMS, LLC | Recordkeeper | $130,667 | — | $130,667 |
| DIGITAL INSURANCE, INC. | Investment Advisor | $65,232 | — | $65,232 |
| CIGNA | Other Service Provider | $58,613 | — | $58,613 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $254,512
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |