How big is Landmark Wealth Advisors' plan?

Landmark Wealth Advisors' plan reported $2.3M in assets and 2 participants for 2023.

Original filing (PDF)20241007153704NAL0009015507001

Landmark Wealth Advisors

Name: Landmark Wealth Advisors — Landmark Wealth Advisors, Form 5500 (2023)
Creator: Landmark Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Landmark Wealth Advisors 401(k) Plan

401(k) retirement plan · Landmark Wealth Advisors' Landmark Wealth Advisors 401(k) Plan held $2.3M in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Landmark Wealth Advisors' EIN is 52-2278693.

EIN 52-2278693

Plan number 001

Plan year 2023

ACK ID 20241007153704NAL0009015507001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Landmark Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Landmark Wealth Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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