Silver Birch Services, LLC401(k)
SILVER BIRCH LIVING 401(K) SAVINGS PLAN · CHICAGO, IL · plan year 2023
Silver Birch Services, LLC reported $22,296 in plan administrative expenses for 2023: 5.25% of average plan assets, higher than ~90% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 1 year on file its reported administrative ratio rose from 3.59% to 5.25%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (3,563rd of 3,702), and 11,401st of 11,911 in health care & social assistance.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 823479583 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.