Mark A. Herpich signed Landmark Bancorp, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Landmark Bancorp, Inc.'s EIN is 43-1930755.
Download the official 2024 Form 5500 (PDF) for Landmark Bancorp, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Landmark Bancorp, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $5K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Individually Directed Brokerage Accounts Various investments | Self-Directed Brokerage | — | — | $8.2M | 36.1% | |
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $1.9M | 8.3% | |
| AB US LARGE CAP GROWTH CIT W SE CL GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.5M | 6.5% | |
| American Funds Target Retirement 2055 Mutual fund | Mutual Funds | — | — | $1.1M | 4.7% | |
| BLACKROCK EQUITY DIVIDEND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 840 | Pooled Separate Account | — | — | $828K | 3.6% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $765K | 3.4% | |
| EI Fixed Account - Series Class I Guaranteed annuity contract | Other securities | — | — | $762K | 3.4% | |
| American Funds Target Retirement 2045 Mutual fund | Mutual Funds | — | — | $658K | 2.9% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $607K | 2.7% | |
| American Funds Target Retirement 2020 Mutual fund 29 American Funds Target Retirement 2025 Mutual fund | Mutual Funds | — | — | $605K | 2.7% | |
| PIMCO Total Return Institutional Mutual fund | Mutual Funds | — | — | $582K | 2.6% | |
| American Funds Target Retirement 2050 Mutual fund | Mutual Funds | — | — | $456K | 2.0% | |
| American Funds Target Retirement 2035 Mutual fund | Mutual Funds | — | — | $447K | 2.0% | |
| American Funds Europacific Growth Mutual fund | Mutual Funds | — | — | $422K | 1.9% | |
| AMERICAN CENTURY MID CAP VAL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | — | — | $420K | 1.8% | |
| American Funds Target Retirement 2065 Mutual fund | Mutual Funds | — | — | $378K | 1.7% | |
| American Funds Target Retirement 2040 Mutual fund | Mutual Funds | — | — | $376K | 1.7% | |
| Notes receivable from participants Various participants, interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $291K | 1.3% | |
| T. ROWE US MID CAP GRW EQTY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 848 | Pooled Separate Account | — | — | $278K | 1.2% | |
| American Funds Target Retirement 2060 Mutual fund | Mutual Funds | — | — | $268K | 1.2% | |
| Invesco Oppenheimer Global Mutual fund | Mutual Funds | — | — | $230K | 1.0% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $229K | 1.0% | |
| Fidelity Mid Cap Index Mutual fund | Mutual Funds | — | — | $217K | 1.0% | |
| Janus Henderson Triton Mutual fund | Mutual Funds | — | — | $193K | 0.8% | |
| American Funds Target Retirement 2015 Mutual fund | Mutual Funds | — | — | $183K | 0.8% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $167K | 0.7% | |
| PGIM Global Total Return Mutual fund 1 PGIM Total Return Bond Mutual fund | Other securities | — | — | $155K | 0.7% | |
| PIMCO Income Institutional Mutual fund | Mutual Funds | — | — | $140K | 0.6% | |
| T Rowe Price Spectrum Moderate Allocation Mutual fund | Mutual Funds | — | — | $136K | 0.6% | |
| American Funds Target Retirement 2030 Mutual fund | Mutual Funds | — | — | $99K | 0.4% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $73K | 0.3% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $63K | 0.3% | |
| Undiscovered Managers Behavioral Value Mutual fund | Other securities | — | — | $47K | 0.2% | |
| T Rowe Price Spectrum Moderate Growth AllocationMutual fund | Mutual Funds | — | — | $25K | 0.1% | |
| American Funds Target Retirement 2010 Mutual fund | Mutual Funds | — | — | $1K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
