Plan Ledger DOL Form 5500 · updated monthly

Silver Tree Residential, LLC401(k)

SILVER TREE RESIDENTIAL, LLC 401(K) PLAN · MEMPHIS, TN · plan year 2024

Reported admin expense ratio · 2024
0.50%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Silver Tree Residential, LLC reported $49,345 in plan administrative expenses for 2024: 0.50% of average plan assets, below the peer median. Employer contributions averaged $911 per active participant. 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 2 years on file its reported administrative ratio rose from 0.32% to 0.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Tennessee (795th of 1,496), and the 1,043rd of 2,096 in real estate & leasing. In 2024, employees put in $4.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,124,704
Participants with balances529
Active participants486
Employer contributions$442,507
Employee contributions$1,839,643
Employer contribution per active participant$911
Average account balance$21,030
Benefits paid to participants$1,351,725
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.1M · 529 accts · $443K emplr
2023$8.8M · 634 accts · $525K emplr
2022$5.7M · 584 accts · $461K emplr
Administrative expenses, itemized · 2024
Investment management$49,345
Total administrative$49,345
The Silver Tree Residential, LLC 401(k) match · 2024
Employer contribution per active participant$911
Median for plans this size$1,313
2024$911 per active participant
2023$1,118 per active participant
2022$941 per active participant

Silver Tree Residential, LLC's 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
T. ROWE PRICE RPS, INC. · Recordkeeping · Trustee$13,958
BURLEIGH CONSULTING GROUP, INC. · Contract administrator$17,997
PRIVATE ADVISOR, LLC · Investment advisory (participants) · Investment advisory (plan)$17,390
AMERICAN FUNDS · Investment managementindirect comp
BLACKROCK FUNDS · Investment managementindirect comp
FIDELITY INVESTMENTS · Investment managementindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$49,345 · 0.50%
2023$50,664 · 0.70%
2022$16,999 · 0.32%
Same employer
Similar plansReal Estate & Leasing · Tennessee
The Mathews Company, LLC TN$13.7M · 0.66%
Crye-Leike, Inc. TN$13.5M · 0.71%
Lhp Management, LLC TN$13.4M · 0.91%
Alco Management, Inc. TN$12.5M · 0.33%
The Dude Abides, Inc TN$8.8M · 0.10%
T.E. Properties, Inc. TN$8.1M · 0.48%
Ghertner & Company TN$7.9M · 1.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264426092 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.