# Silver Tree Residential, LLC 401(k) Plan
Source: https://planprovider.pro/companies/silver-tree-residential-llc-401k-plan

> Silver Tree Residential, LLC's 401(k) plan: 486 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Silver Tree Residential, LLC

- **Sponsor EIN:** 264426092

- **Sponsor Address:** 795 RIDGE LAKE BLVD. STE. 300, MEMPHIS, TN, 38120

- **Plan Type:** 401(k)

- **Total Participants:** 486

- **Total Assets:** $11.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|486|$11.1M|$442,507|$1.8M|

| 2023|470|$8.8M|$525,318|$1.6M|

| 2022|490|$5.7M|$461,109|$1.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CLARK SCHAEFER HACKETT|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$49,345|$49,345|—|—|—|

| 2023|$50,664|—|—|—|—|

| 2022|$16,999|—|—|—|—|

## Similar Plans

- [Fogelman Properties](https://planprovider.pro/companies/fogelman-properties-401k-plan) — 611 participants

- [Alco Management, INC.](https://planprovider.pro/companies/alco-management-inc-401k-plan) — 229 participants

- [The Mathews Company, LLC](https://planprovider.pro/companies/the-mathews-company-llc-401k-plan) — 117 participants

- [Aamci - Management, INC.](https://planprovider.pro/companies/aamci-management-inc-401k-plan) — 64 participants

- [All Seasons Rentals, INC.](https://planprovider.pro/companies/all-seasons-rentals-inc-401k-plan) — 3 participants

- [Carpenter Investments, INC.](https://planprovider.pro/companies/carpenter-investments-inc-401k-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/silver-tree-residential-llc-401k-plan)

© 2026 PlanProvider.Pro