Original filing (PDF)20250818111935NAL0002271586001

LANDAAS & COMPANY, LLC

Name: LANDAAS & COMPANY, LLC — LANDAAS & COMPANY 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: LANDAAS & COMPANY, LLC

Form 5500-SF

FILING_RECEIVED

LANDAAS & COMPANY 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$18.0M

Net assets (EOY)

$18.0M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LANDAAS & COMPANY, LLC.

Plan sponsor

Name

LANDAAS & COMPANY, LLC

EIN

39-1628643

Address

411 E WISCONSIN AVE STE 2000 · MILWAUKEE, WI · 53202

Phone

(414) 223-1099

Industry

Finance & Insurancesee 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

2025-08-18

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

ALLIANT SECURITIES, INC.

ALLIANT SECURITIES, INC. 401(K) PLAN

$18.0M · 11 participants

KAHN BROTHERS GROUP, INC.

KAHN BROTHERS GROUP, INC. 401(K) PROFIT SHARING PLAN

$18.1M · 7 participants

INDEX FUND ADVISORS, INC.

INDEX FUND ADVISORS, INC. 401(K) PROFIT SHARING PLAN

$17.5M · 56 participants

ET INVESTMENTS, LLC

ET INVESTMENTS, LLC 401(K) PLAN

$18.6M · 362 participants

BAY CREST PARTNERS, LLC

BAY CREST PARTNERS, LLC SAVINGS AND RETIREMENT PLAN