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Original filing (PDF)20251014194534NAL0007287314001
LANDMARK MANAGEMENT SOLUTIONS LLC
Form 5500
FILING_RECEIVED
LANDMARK HEALTH SOLUTIONS SAVINGS PLAN
401(k) retirement plan
Active participants
847
Accounts w/ balance
318
Plan assets (EOY)
$13.7M
Net assets (EOY)
$13.7M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Knocking points off
- 70 bps in Schedule C fees — 143% above peer band of 29 bps.
- Only 38% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LANDMARK MANAGEMENT SOLUTIONS LLC.
Plan sponsor
Name
LANDMARK MANAGEMENT SOLUTIONS LLC
EIN
27-2540109
Address
57 WINGATE STREET · HAVERHILL, MA · 01832
Phone
(978) 372-4004
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CRR, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $39K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LION STREET FINANCIAL LLC | 80-0842559 | — | ADVISOR | $25K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CRR, LLP | 04-3257840 | — | ACCOUNTANT/AUDITOR | $33K | — |
Investments
29 direct securities· $13.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FDM IDX 2030 IPR Registered investment company | — | — | — | $2.1M | 15.3% | |
| Fidelity FDM IDX 2035 IPR Registered investment company | — | — | — | $2.1M | 15.1% | |
| Fidelity FDM IDX 2025 IPR Registered investment company | — | — | — | $1.6M | 11.4% | |
| Fidelity FDM IDX 2040 IPR Registered investment company | — | — | — | $1.2M | 8.7% | |
| Vanguard 500 INDEX ADM Registered investment company | — | — | — | $863K | 6.3% | |
| Fidelity FDM IDX INC IPR Registered investment company | — | — | — | $833K | 6.1% | |
| Lincoln Stable Value Account Pooled separate account | — | — | — | $786K | 5.7% | |
| Fidelity FDM IDX 2050 IPR Registered investment company | — | — | — | $684K | 5.0% | |
| Fidelity FDM IDX 2045 IPR Registered investment company | — | — | — | $588K | 4.3% | |
| AF BALANCED R6 Registered investment company | — | — | — | $395K | 2.9% | |
| Fidelity FDM IDX 2055 IPR Registered investment company | — | — | — | $348K | 2.5% | |
| PUTN LG CAP VAL R6 Registered investment company | — | — | — | $322K | 2.3% | |
| maturing between 2025 and 2029 | — | — | — | $315K | 2.3% | |
| Fidelity FDM IDX 2020 IPR Registered investment company | — | — | — | $264K | 1.9% | |
| JPM MID CAP GRTH R6 Registered investment company | — | — | — | $227K | 1.7% | |
| MFS GROWTH R6 Registered investment company | — | — | — | $199K | 1.5% | |
| Fidelity FDM IDX 2060 IPR Registered investment company | — | — | — | $184K | 1.3% | |
| Blackrock HI YLD BD INST Registered investment company | — | — | — | $147K | 1.1% | |
| Vanguard MIDCAP IDX ADM Registered investment company | — | — | — | $143K | 1.0% | |
| Blackrock TOT RETURN K Registered investment company | — | — | — | $122K | 0.9% | |
| AF NEW PERSPECT R6 Registered investment company | — | — | — | $117K | 0.9% | |
| Vanguard EM STK IDX ADM Registered investment company | — | — | — | $98K | 0.7% | |
| MFS RESEARCH INTL R6 Registered investment company | — | — | — | $69K | 0.5% | |
| Vanguard SM CAP IDX ADM Registered investment company | — | — | — | $26K | 0.2% | |
| Blackrock HLTH SCI OPP I Registered investment company | — | — | — | $8K | <0.1% | |
| PIMCO INCOME INST Registered investment company | — | — | — | $6K | <0.1% | |
| MFS MID CAP VALUE R6 Registered investment company | — | — | — | $5K | <0.1% | |
| UM BEHAVIORAL VAL R6 Registered investment company | — | — | — | $4K | <0.1% | |
| Money Market Fund * Fidelity Government Money Market K6 Cash | — | — | — | $2K | <0.1% |
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