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
9
Active participants
4,292
Total plan assets
$221.2M
Filings (rows)
9
Direct comp
$351K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant6
Other3
Top plans served
All 9 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| EXCELSIOR ORTHOPAEDICS LLP EXCELSIOR ORTHOPAEDICS, LLP 401(K) PROFIT SHARING PLAN | AMHERST, NY | Other NONE | 655 | $63.0M | $9K |
| EXCELSIOR ORTHOPAEDICS LLP EXCELSIOR ORTHOPAEDICS, LLP 401(K) PROFIT SHARING PLAN | AMHERST, NY | Other NONE | 598 | $50.4M | $8K |
| EXCELSIOR ORTHOPAEDICS LLP EXCELSIOR ORTHOPAEDICS, LLP 401(K) PROFIT SHARING PLAN | AMHERST, NY | Other NONE | 531 | $39.3M | $8K |
| CHIAMPOU TRAVIS BESAW & KERSHNER LLP CHIAMPOU TRAVIS BESAW & KERSHNER LLP 401(K) PLAN | AMHERST, NY | Advisor / Consultant FINANCIAL ADVISOR | 147 | $21.7M | $101K |
| CHIAMPOU TRAVIS BESAW & KERSHNER LLP CHIAMPOU TRAVIS BESAW & KERSHNER LLP 401(K) PLAN | AMHERST, NY | Advisor / Consultant FINANCIAL ADVISOR | 148 | $17.9M | $81K |
| CHIAMPOU TRAVIS BESAW & KERSHNER LLP CHIAMPOU TRAVIS BESAW & KERSHNER LLP 401(K) PLAN | AMHERST, NY | Advisor / Consultant FINANCIAL ADVISOR | 140 | $14.7M | $76K |
| VENTURE FORTHE, INC. VENTURE FORTHE, INC. 401(K) PLAN | NIAGARA FALLS, NY | Advisor / Consultant FINANCIAL ADVISOR | 682 | $5.1M | $21K |
| VENTURE FORTHE, INC. VENTURE FORTHE, INC. 401(K) PLAN | NIAGARA FALLS, NY | Advisor / Consultant FINANCIAL ADVISOR | 724 | $4.9M | $27K |
| VENTURE FORTHE, INC. VENTURE FORTHE, INC. 401(K) PLAN | NIAGARA FALLS, NY | Advisor / Consultant FINANCIAL ADVISOR | 667 | $4.2M | $21K |