Original filing (PDF)20250528135731NAL0004428371001

SILVERMAN LEGATE ADVISORY GROU

Name: SILVERMAN LEGATE ADVISORY GROU — SILVERMAN LEGATE ADVISORY GROU 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: SILVERMAN LEGATE ADVISORY GROU

Form 5500-SF

FILING_RECEIVED

SILVERMAN LEGATE ADVISORY GROU 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$552K

Net assets (EOY)

$552K

Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SILVERMAN LEGATE ADVISORY GROU.

Plan sponsor

Name

SILVERMAN LEGATE ADVISORY GROU

EIN

46-3326716all filings

Address

5300 TOWN AND COUNTRY BLVD STE 160 · FRISCO, TX · 750346888

Phone

(214) 469-0061

Industry