Steve Curvino signed Silver Tree Residential, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Silver Tree Residential, LLC's EIN is 26-4426092.
Download the official 2024 Form 5500 (PDF) for Silver Tree Residential, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Silver Tree Residential, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK FUNDS | 04-6171663 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2045 | Other securities | — | — | $1.5M | 13.9% | |
| T. Rowe Price Retirement 2035 | Other securities | — | — | $1.3M | 12.0% | |
| T. Rowe Price Retirement 2050 | Other securities | — | — | $1.3M | 11.8% | |
| T. Rowe Price Retirement 2030 | Other securities | — | — | $1.3M | 11.4% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.2M | 10.4% | |
| T. Rowe Price Retirement 2040 | Other securities | — | — | $972K | 8.7% | |
| T. Rowe Price Retirement 2025 | Other securities | — | — | $662K | 6.0% | |
| T. Rowe Price Retirement 2020 | Other securities | — | — | $656K | 5.9% | |
| T. Rowe Price Retirement 2055 | Other securities | — | — | $593K | 5.3% | |
| Victory NASDAQ 100 Index | Other securities | — | — | $431K | 3.9% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $387K | 3.5% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $206K | 1.9% | |
| T. Rowe Price Total Equity Market Index | Other securities | — | — | $168K | 1.5% | |
| T. Rowe Price Retirement 2060 | Other securities | — | — | $153K | 1.4% | |
| MORLEY STABLE VALUE I PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $100K | 0.9% | |
| Fidelity International Index | Mutual Funds | — | — | $69K | 0.6% | |
| T. Rowe Price Retirement 2065 | Other securities | — | — | $68K | 0.6% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $24K | 0.2% | |
| American Funds US Government Sec R6 | Mutual Funds | — | — | $10K | <0.1% | |
| T. Rowe Price Inflation Protection Bond | Other securities | — | — | $7K | <0.1% | |
| Interest-Bearing Cash * T. Rowe Price Government Money Inv. | Cash / Money Market | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIVATE ADVISOR, LLC | 27-3463733 | MORRISTOWN, NJ | INVESTMENT ADVISOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURLEIGH CONSULTING GROUP, INC. | 62-0842964 | MEMPHIS, TN | TPA | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $14K | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
