How big is Silverleaf Advisor Group, LLC's plan?

Silverleaf Advisor Group, LLC's plan reported $538K in assets and 14 participants for 2024.

Original filing (PDF)20251014104239NAL0005459122001

Silverleaf Advisor Group, LLC

Name: Silverleaf Advisor Group, LLC — Silverleaf Advisor, Form 5500 (2024)
Creator: Silverleaf Advisor Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Silverleaf Advisor Group, LLC Safe Harbor 401(k) Plan

401(k) retirement plan · Silverleaf Advisor Group, LLC's Silverleaf Advisor Group, LLC Safe Harbor 401(k) Plan held $538K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$538K

Net assets (EOY)

$538K

Plan identifiers

Silverleaf Advisor Group, LLC's EIN is 81-4459700.

EIN 81-4459700

Plan number 001

Plan year 2024

ACK ID 20251014104239NAL0005459122001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Silverleaf Advisor Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Silverleaf Advisor Group, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

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

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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