Plan Snapshot
- Plan Sponsor: Landmark Global, INC.
- Sponsor EIN: 800670015
- Sponsor Address: 27 W. ANAPAMU STREET, SANTA BARBARA, CA, 93101
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $10.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 209 | $10.1M | $420,147 | $829,467 |
| 2023 | 199 | $7.9M | $402,052 | $804,319 |
| 2022 | 199 | $5.9M | $381,700 | $736,824 |
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 |
|---|---|---|---|---|
| PBMARES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PBMARES, 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 | $30,116 | $26,309 | $3,807 | — | — |
| 2023 | $23,718 | $15,259 | $3,003 | — | — |
| 2022 | $42,591 | $23,368 | $19,223 | — | — |