· 2022–2024 · DOL EFAST2

LANDMARK FIDUCIARY MANAGEMENT — LANDMARK FIDUCIARY MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)

Original filing (PDF)20240624111832NAL0012745266001

LANDMARK FIDUCIARY MANAGEMENT

Form 5500-SF

FILING_RECEIVED

LANDMARK FIDUCIARY MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

14

Accounts w/ balance

2

Plan assets (EOY)

$30K

Net assets (EOY)

$30K

Plan health score

Above-average plan

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

34

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LANDMARK FIDUCIARY MANAGEMENT.

Plan sponsor

Name

LANDMARK FIDUCIARY MANAGEMENT

EIN

47-5226508

Address

1317 3RD AVE · NEW YORK, NY · 10021

Phone

(212) 717-4300

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

GLOW GLOBAL EVENTS

GLOW GLOBAL EVENTS 401(K) PLAN

$30K · 4 participants

FULL CYCLE ENTERPRISES LLC

FULL CYCLE ENTERPRISES LLC 401(K) PROFIT SHARING PLAN & TRUST

$30K · 10 participants

PADILLA RACING INC

PADILLA RACING INC 401(K) PROFIT SHARING PLAN & TRUST

$30K · 4 participants

TECH SUPPORT NOW LLC

TECH SUPPORT NOW LLC RETIREMENT TRUST

$30K · 5 participants

WELEARN LEARNING SERVICES, INC.

WELEARN LEARNING SERVICES, INC. 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.