Original filing (PDF)20250328105212NAL0001571232001

SILVERTREE COMPANIES LLC

Name: SILVERTREE COMPANIES LLC — SILVERTREE COMPANIES LLC MCF BENEFIT PLAN, Form 5500 (2023)
Creator: SILVERTREE COMPANIES LLC

Form 5500-SF

FILING_RECEIVED

SILVERTREE COMPANIES LLC MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SILVERTREE COMPANIES LLC.

Plan sponsor

Name

SILVERTREE COMPANIES LLC

EIN

32-0034289

Address

302 CAMPUSVIEW DR STE 106 · COLUMBIA, MO · 65201

Phone

(573) 875-5151

Industry

Real Estatesee all

Plan administrator

Name

BECKY WEKENBORG

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-28

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

J. EDWARDS INVESTMENTS, LLC

J. EDWARDS INVESTMENTS 401(K) PLAN

STEPHANIE JOHNSON, INC.

STEPHANIE JOHNSON INC 401(K) PLAN

ESTHER PERCAL, P.A.

ESTHER PERCAL, P.A. DEFINED BENEFIT PLAN

MB REAL ESTATE SERVICES INC.

MB REAL ESTATE SERVICES 401(K) PLAN

THE SIMPSON COMPANY OF GEORGIA, INC.

THE SIMPSON COMPANY OF GEORGIA, INC. EMPLOYEES