What public Form 5500 filings show about the Landmark Wealth Management Inc. DBA McBeath Financial Group 401(k) plan — and how to find and check your own account.
Landmark Wealth Management Inc. DBA McBeath Financial Group (EIN 46-2129306) reports MCBEATH FINANCIAL GROUP 401(K) PLAN on its most recent Form 5500, with $886K in plan assets across 8 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Landmark Wealth Management Inc. DBA McBeath Financial Group filing — schedules, fees, and providers.
Landmark Wealth Management Inc. DBA McBeath Financial Group’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Landmark Wealth Management Inc. DBA McBeath Financial GroupHR for the recordkeeper’s name and login.
