Silver Tree Residential, Llc 401(k) Plan
Sponsored by Silver Tree Residential, Llc · EIN 264426092 · Plan #001
- Total assets
- $11.1M
- Net assets
- $11.1M
- Active participants
- 486
- With balances
- 529
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Private Advisory Group Llc CRD 170043 | fuzzy_auto · 99% | 2024 |
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 96% | 2024 |
| Blackrock Fund Advisors CRD 105247 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Burleigh Consulting Group, Inc. | Contract administrator | $17,997 |
| Private Advisor, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $17,390 |
| T. Rowe Price Rps, Inc. | Recordkeeping, Trustee (institutional), Trustee (directed) | $13,958 |
| American Funds | Investment management, Shareholder servicing fees | $0 |
| Blackrock Funds | Investment management, Shareholder servicing fees | $0 |
| Fidelity Investments | Investment management, Shareholder servicing fees | $0 |