How big is Landseer Advisors LLC's plan?

Landseer Advisors LLC's plan reported $3.9M in assets and 4 participants for 2024.

Original filing (PDF)20251014040530NAL0002081105001

Landseer Advisors LLC

Name: Landseer Advisors LLC — Landseer Advisors LLC 401(k), Form 5500 (2024)
Creator: Landseer Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Landseer Advisors LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Landseer Advisors LLC's Landseer Advisors LLC 401(k) Profit Sharing Plan held $3.9M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

David Boyum signed Landseer Advisors LLC's 2024 Form 5500 as plan administrator.

David Boyum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Landseer Advisors LLC's EIN is 47-1043784.

EIN 47-1043784

Plan number 002

Plan year 2024

ACK ID 20251014040530NAL0002081105001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Landseer Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Landseer Advisors LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

LANDSEER ADVISORS LLC

EIN

all filings

Address

100 OVERLOOK CENTER · FLOOR 2 · PRINCETON, NJ · 08540

Phone

(212) 457-0902

Industry

Finance & Insurance

Plan administrator