Original filing (PDF)20250922144012NAL0002189715001

Bryan Woods Investment Advisors, LLC

Name: Bryan Woods Investment Advisors, LLC — Landmark, Form 5500 (2024)
Creator: Bryan Woods Investment Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Landmark Wealth Management 401(k) Plan

401(k) retirement plan · Bryan Woods Investment Advisors, LLC's Landmark Wealth Management 401(k) Plan held $1.8M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRYAN WOODS INVESTMENT ADVISORS, LLC.

Plan sponsor

Name

BRYAN WOODS INVESTMENT ADVISORS, LLC

EIN

16-1577177all filings

Address

45 BRYANT WOODS NORTH · AMHERST, NY · 74228

Phone

(716) 631-2441

Industry

Finance & Insurance

Plan administrator