# Landmark Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/landmark-credit-union-401k-plan-003

> Landmark Credit Union's 401(k) plan: 1,049 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Landmark Credit Union

- **Sponsor EIN:** 390203995

- **Sponsor Address:** 555 SOUTH EXECUTIVE DRIVE, BROOKFIELD, WI, 53005

- **Plan Type:** 401(k)

- **Total Participants:** 1,049

- **Total Assets:** $65.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,049|$65.5M|$2.1M|$4.9M|

| 2023|1,020|$56.9M|$2.0M|$4.6M|

| 2022|958|$43.1M|$1.6M|$3.8M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$146,028|—|$146,028|—|—|

| 2023|$108,429|—|$108,429|—|—|

| 2022|$101,453|—|$101,453|—|—|

## Similar Plans

- [University Of Wisconsin Credit Union](https://planprovider.pro/companies/university-of-wisconsin-credit-union-401k-plan) — 902 participants

- [Royal Credit Union](https://planprovider.pro/companies/royal-credit-union-401k-plan) — 835 participants

- [Summit Credit Union](https://planprovider.pro/companies/summit-credit-union-401k-plan-011) — 784 participants

- [Connexus Credit Union](https://planprovider.pro/companies/connexus-credit-union-401k-plan) — 707 participants

- [Summit Credit Union](https://planprovider.pro/companies/summit-credit-union-plan-001-0585) — 655 participants

- [Community First Credit Union](https://planprovider.pro/companies/community-first-credit-union-401k-plan-033) — 615 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/landmark-credit-union-401k-plan-003)

© 2026 PlanProvider.Pro