Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BLACKBIRCH CAPITAL
EIN 83-4696873Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
8
299 HOLLOW TREE RIDGE ROAD - DARIEN, CT 06820646-634-8694
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BLACKBIRCH CAPITAL DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
BLACKBIRCH CAPITAL 401(K) PROFIT SHARING PLAN
401k
Assets$739K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BLACKBIRCH CAPITAL DEFINED BENEFIT PLAN | TraditionalDB | $2.3M | 3 | 2025 | |
| 001 | BLACKBIRCH CAPITAL 401(K) PROFIT SHARING PLAN | 401k | $739K | 5 | 2025 |
Retirement plans