Original filing (PDF)20241007153704NAL0009015507001

LANDMARK WEALTH ADVISORS

Name: LANDMARK WEALTH ADVISORS — LANDMARK WEALTH ADVISORS 401(K) PLAN, Form 5500 (2023)
Creator: LANDMARK WEALTH ADVISORS

Form 5500-SF

FILING_RECEIVED

LANDMARK WEALTH ADVISORS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LANDMARK WEALTH ADVISORS.

Plan sponsor

Name

LANDMARK WEALTH ADVISORS

EIN

52-2278693

Address

360 NUECES ST APT 3402 · AUSTIN, TX · 787014275

Phone

(781) 935-3200

Industry

Finance & Insurancesee 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

2024-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

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

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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