Landmark Wealth Management

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

4,292

Total plan assets

$221.2M

Filings (rows)

Direct comp

$351K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant6

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Excelsior Orthopaedics LLP Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan · all filings	AMHERST, NY	Other service providers	655	$63.0M	$9K	$0
Excelsior Orthopaedics LLP Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan · all filings	AMHERST, NY	Other service providers	598	$50.4M	$8K	$0
Excelsior Orthopaedics LLP Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan · all filings	AMHERST, NY	Other service providers	531	$39.3M	$8K	$0
Chiampou Travis Besaw & Kershner LLP Chiampou Travis Besaw & Kershner LLP 401(k) Plan · all filings	AMHERST, NY	Advisor / Consultant	147	$21.7M	$101K	$0
Chiampou Travis Besaw & Kershner LLP Chiampou Travis Besaw & Kershner LLP 401(k) Plan · all filings	AMHERST, NY	Advisor / Consultant	148	$17.9M	$81K	$0
Chiampou Travis Besaw & Kershner LLP Chiampou Travis Besaw & Kershner LLP 401(k) Plan · all filings	AMHERST, NY	Advisor / Consultant	140	$14.7M	$76K	$0
Venture Forthe, Inc. Venture Forthe, Inc. 401(k) Plan · all filings	NIAGARA FALLS, NY	Advisor / Consultant	682	$5.1M	$21K	$0
Venture Forthe, Inc. Venture Forthe, Inc. 401(k) Plan · all filings	NIAGARA FALLS, NY	Advisor / Consultant	724	$4.9M	$27K	$0
Venture Forthe, Inc. Venture Forthe, Inc. 401(k) Plan · all filings	NIAGARA FALLS, NY	Advisor / Consultant	667	$4.2M	$21K	$0