Back to filter
Original filing (PDF)20251010102036NAL0007941585001
LANDSMAN DEVELOPMENT CORP.
Form 5500
FILING_RECEIVED
LANDSMAN DEVELOPMENT CORP. RETIREMENT PLAN
401(k) retirement plan
Active participants
119
Accounts w/ balance
151
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LANDSMAN DEVELOPMENT CORP..
Plan sponsor
Name
LANDSMAN DEVELOPMENT CORP.
EIN
16-0991380
Address
3 TOWNLINE CIRCLE · ROCHESTER, NY · 14623
Phone
(585) 427-7570
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
FLAHERTY SALMIN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $1K | — |
Investments
26 direct securities · 1 pooled fund· $9.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$8.8M
26 holdings
Common Collective Trust
$533K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO INCOME FUND CL A GM MUTUAL FUNDS | — | — | $1.6M | $1.5M | 17.4% | |
| TEMPLETON GLOBAL BOND FD CL A MUTUAL FUNDS 133 WESTERN ASSET CORE BOND A GM MUTUAL FUNDS | — | — | $806K | $831K | 9.4% | |
| BLACKROCK EQ DIVIDEND A GM MUTUAL FUNDS | — | — | $752K | $714K | 8.1% | |
| EATON VANCE ATLANTA CPTLSMD GM MUTUAL FUNDS | — | — | $555K | $639K | 7.3% | |
| ISHARES S&P 500 INDEX FD INSTL MUTUAL FUNDS | — | — | $319K | $578K | 6.6% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $533K | $533K | 6.0% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $533K | 6.0% | |
| MFS GROWTH FUND CL A GM MUTUAL FUNDS | — | — | $474K | $527K | 6.0% | |
| CLEARBRIDGE INTL GRTH CL A GM MUTUAL FUNDS | — | — | $410K | $473K | 5.4% | |
| AMERICAN CENTY INFLAT ADJ A GM MUTUAL FUNDS | — | — | $501K | $466K | 5.3% | |
| NATIXIS OAKMARK INTRL CL A GM MUTUAL FUNDS | — | — | $418K | $441K | 5.0% | |
| FEDERATED HERMES CP PRSV SP GM COMMON / COLLECTIVE TRUSTS | — | — | $271K | $271K | 3.1% | |
| FEDERATED HERMES CPTL PRSV SP COMMON / COLLECTIVE TRUSTS | — | — | $262K | $262K | 3.0% | |
| AMERICAN CENTY INFLAT ADJ CL A MUTUAL FUNDS 431 BLACKROCK EQ DIVIDEND A MUTUAL FUNDS | — | — | $282K | $257K | 2.9% | |
| FRANKLIN SML CAP VALUE CL A GM MUTUAL FUNDS | — | — | $222K | $217K | 2.5% | |
| BLACKROCK GLOBAL ALLOC A MUTUAL FUNDS | — | — | $189K | $199K | 2.3% | |
| MFS GROWTH FUND CL A MUTUAL FUNDS | — | — | $130K | $139K | 1.6% | |
| EATON VANCE ATLANTA CPTL SMD MUTUAL FUNDS | — | — | $100K | $121K | 1.4% | |
| WESTERN ASSET CORE BOND CL A MUTUAL FUNDS | — | — | $115K | $118K | 1.3% | |
| FEDERATED HERMES MD SM CP A GM MUTUAL FUNDS | — | — | $87K | $101K | 1.1% | |
| FEDERATED HERMES MDT SMLL CP A MUTUAL FUNDS | — | — | $88K | $100K | 1.1% | |
| ALLSPRING SPECIAL MID CAP VL A MUTUAL FUNDS | — | — | $77K | $88K | 1.0% | |
| PIMCO INCOME FUND CL A MUTUAL FUNDS | — | — | $90K | $86K | 1.0% | |
| LOAN FUND LOANS | — | — | $66K | $66K | 0.7% | |
| NATIXIS OAKMARK INTRL CL A MUTUAL FUNDS | — | — | $39K | $37K | 0.4% | |
| FRANKLIN SMALL CAP VALUE CL A MUTUAL FUNDS | — | — | $13K | $13K | 0.1% | |
| CLEARBRIDGE INTL GROWTH CL A MUTUAL FUNDS | — | — | $3K | $3K | <0.1% |