How big is Silver REEF Wealth Mgmt., LLC's plan?

Silver REEF Wealth Mgmt., LLC's plan reported $170K in assets and 2 participants for 2024.

Original filing (PDF)20250922114240NAL0006018080001

Silver REEF Wealth Mgmt., LLC

Name: Silver REEF Wealth Mgmt., LLC — Silver REEF 401(k), Form 5500 (2024)
Creator: Silver REEF Wealth Mgmt., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Silver REEF 401(k) Profit Sharing Plan

401(k) retirement plan · Silver REEF Wealth Mgmt., LLC's Silver REEF 401(k) Profit Sharing Plan held $170K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$170K

Net assets (EOY)

$170K

Plan identifiers

Silver REEF Wealth Mgmt., LLC's EIN is 84-1891317.

EIN 84-1891317

Plan number 001

Plan year 2024

ACK ID 20250922114240NAL0006018080001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Silver REEF Wealth Mgmt., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Silver REEF Wealth Mgmt., LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SILVER REEF WEALTH MGMT., 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

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 (89th percentile).

Plan sponsor

Name

SILVER REEF WEALTH MGMT., LLC

EIN

all filings

Address

P.O. BOX 460514 · LEEDS, UT · 84746

Phone

(805) 547-2009

Industry

Finance & Insurance

Plan administrator