Plan Snapshot
- Plan Sponsor: Landmark Holdings Of Florida, LLC
- Sponsor EIN: 202091217
- Sponsor Address: 2430 VANDERBILT BEACH RD., NAPLES, FL, 34109
- Plan Type: 401(k)
- Total Participants: 779
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 779 | $6.4M | $79,445 | $639,367 |
| 2023 | 572 | $6.2M | $59,824 | $673,079 |
| 2022 | 798 | $5.8M | $50,141 | $646,104 |
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 |
|---|---|---|---|---|
| MILLER & COMPANY LLP | Auditor | — | — | $0 |
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 | $10,233 | $10,233 | — | — | — |
| 2023 | $6,375 | $6,375 | — | — | — |
| 2022 | $7,995 | $7,995 | — | — | — |