Sponsor portfolio

BIRCH HILL INVESTMENT ADVISORS, LLC

EIN 20-8723327investment managementLatest filing 2025

Plans

Retirement

$19.5M assets

Welfare

Participants

ONE INTERNATIONAL PLACE, SUITE 770 - BOSTON, MA 02110617-502-8300bhboston.comLinkedIn11-50 employeesinvestment management

Plans on this EIN

1 filing

#001401k-$19.5M - 22 part

Plan deep-dives

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Retirement#001

BIRCH HILL INVESTMENT ADVISORS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$19.5M

Participants22

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	BIRCH HILL INVESTMENT ADVISORS, LLC 401(K) PROFIT SHARING PLAN	401k	$19.5M	22	2025

Retirement plans