Original filing (PDF)20260312152137NAL0007649202001

Southtree Commercial Property MA

Name: Southtree Commercial Property MA — Southtree, Form 5500 (2023)
Creator: Southtree Commercial Property MA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southtree Commercial Property Management, LLC

401(k) retirement plan · Southtree Commercial Property MA's Southtree Commercial Property Management, LLC filed a Form 5500 for plan year 2023.

Signals · 1

Late filing · 15.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Teresa HESS signed Southtree Commercial Property MA's 2023 Form 5500 as plan administrator.

Teresa HESS — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Southtree Commercial Property MA's EIN is 27-2076110.

EIN 27-2076110

Plan number 001

Plan year 2023

ACK ID 20260312152137NAL0007649202001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Southtree Commercial Property MA from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Southtree Commercial Property MA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHTREE COMMERCIAL PROPERTY MA.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off