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Original filing (PDF)20260310104422NAL0003617217001
LANDMARK SCHOOL, INC.
Form 5500
FILING_RECEIVED
LANDMARK SCHOOL 401(K) PLAN
401(k) retirement plan
Active participants
329
Accounts w/ balance
500
Plan assets (EOY)
$52.5M
Net assets (EOY)
$52.5M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 25 bps in Schedule C fees — 55% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LANDMARK SCHOOL, INC..
Plan sponsor
Name
LANDMARK SCHOOL, INC.
EIN
04-2429311
Address
429 HALE STREET · PRIDES CROSSING, MA · 01965
Phone
(978) 236-3202
Industry
Educational Servicessee all
Plan administrator
Name
COMPASS 360, LLC
EIN
81-1939215
City
STRATHAM, NH
Phone
(603) 778-9920
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $53K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | — | WALTHAM, MA | INVESTMENT ADVISOR | $50K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPASS 360 | — | STRATHAM, NH | CONTRACT ADMIN | $22K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
38 direct securities· $52.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Blue Chip Growth Fund " | — | — | — | $5.7M | 10.8% | |
| American Funds 2030 Target Date Retirement Fund " | — | — | — | $5.0M | 9.5% | |
| American Funds 2050 Target Date Retirement Fund " | — | — | — | $4.7M | 9.0% | |
| Fidelity 500 Index Fund " | — | — | — | $4.6M | 8.8% | |
| American Funds 2035 Target Date Retirement Fund " | — | — | — | $3.9M | 7.4% | |
| American Funds 2045 Target Date Retirement Fund " | — | — | — | $3.8M | 7.3% | |
| American Funds American Balanced Fund " | — | — | — | $3.3M | 6.3% | |
| American Funds 2040 Target Date Retirement Fund " | — | — | — | $2.8M | 5.3% | |
| JPMorgan Mid Cap Growth Fund " | — | — | — | $2.7M | 5.1% | |
| American Funds 2025 Target Date Retirement Fund " | — | — | — | $2.5M | 4.7% | |
| Dodge & Cox Global Stock Fund " | — | — | — | $1.6M | 3.1% | |
| Key Guaranteed Portfolio Fund Guaranteed investment contract | — | — | — | $1.6M | 3.1% | |
| American Funds EuroPacific Growth Fund " | — | — | — | $1.3M | 2.5% | |
| American Funds 2060 Target Date Retirement Fund " | — | — | — | $1.2M | 2.4% | |
| MFS Value Fund " | — | — | — | $1.0M | 1.9% | |
| American Funds 2055 Target Date Retirement Fund " | — | — | — | $994K | 1.9% | |
| TCW MetWest Total Return Bond Fund " | — | — | — | $786K | 1.5% | |
| American Funds New World Fund " | — | — | — | $699K | 1.3% | |
| American Funds 2020 Target Date Retirement Fund " | — | — | — | $630K | 1.2% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $548K | 1.0% | |
| BlackRock Health Sciences Opportunities Fund " | — | — | — | $489K | 0.9% | |
| Fidelity US Bond Index Fund " | — | — | — | $459K | 0.9% | |
| Fidelity Small Cap Index Fund " | — | — | — | $334K | 0.6% | |
| Columbia Small Cap Value Fund " | — | — | — | $282K | 0.5% | |
| Touchstone Small Company Fund " | — | — | — | $280K | 0.5% | |
| Participant Loans (4.25% - 9.50%) - | — | — | — | $242K | 0.5% | |
| PIMCO International Bond Fund " | — | — | — | $233K | 0.4% | |
| Fidelity International Index Fund " | — | — | — | $186K | 0.4% | |
| American Funds US Government Securities Fund " | — | — | — | $122K | 0.2% | |
| AB Small Cap Growth Fund Mutual fund | — | — | — | $99K | 0.2% | |
| Fidelity Large Cap Growth Index Fund " | — | — | — | $86K | 0.2% | |
| Fidelity Large Cap Value Index Fund " | — | — | — | $57K | 0.1% | |
| Fidelity Small Cap Value Index Fund " | — | — | — | $38K | <0.1% | |
| Fidelity Mid Cap Value Index Fund " | — | — | — | $35K | <0.1% | |
| Fidelity Mid Cap Growth Index Fund " | — | — | — | $29K | <0.1% | |
| American Funds 2010 Target Date Retirement Fund " ** 748 American Funds 2015 Target Date Retirement Fund " | — | — | — | $15K | <0.1% | |
| Fidelity Small Cap Growth Index Fund " | — | — | — | $8K | <0.1% | |
| MFS Mid Cap Value Fund " | — | — | — | $4K | <0.1% |
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