Original filing (PDF)20260422220123NAL0002208067002

Landmark Wealth Management Inc. DBA McBeath Financial Group

Name: Landmark Wealth Management Inc. DBA McBeath Financial Group — Form 5500 Plan 001 (2025)
Creator: Landmark Wealth Management Inc. DBA McBeath Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McBeath Financial Group 401(k) Plan

401(k) retirement plan · Landmark Wealth Management Inc. DBA McBeath Financial Group's McBeath Financial Group 401(k) Plan held $886K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$886K

Net assets (EOY)

$886K

Plan identifiers

Landmark Wealth Management Inc. DBA McBeath Financial Group's EIN is 46-2129306.

EIN 46-2129306

Plan number 001

Plan year 2025

ACK ID 20260422220123NAL0002208067002

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Landmark Wealth Management Inc. DBA McBeath Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Landmark Wealth Management Inc. DBA McBeath Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LANDMARK WEALTH MANAGEMENT INC. DBA MCBEATH FINANCIAL GROUP.

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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