P 401(k) Plan Report

Stable plan record

BIRCH FINANCIAL GROUP LLC RETIREMENT TRUST

Sponsored by BIRCH FINANCIAL GROUP LLC · EIN/PN 993503473-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$14,116
Administrative cost per participant
2025
$364
Active participants
2025
2
Total plan assets
2025
$85,769
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260701063511NAL00112501470012$14,116
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.