Plan Snapshot
- Plan Sponsor: Landmark Management Solutions LLC
- Sponsor EIN: 272540109
- Sponsor Address: 57 WINGATE STREET, HAVERHILL, MA, 01832
- Plan Type: 401(k)
- Total Participants: 847
- Total Assets: $13.7M
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 | 847 | $13.7M | $154,512 | $1.4M |
| 2023 | 509 | $12.3M | $178,984 | $1.1M |
| 2022 | 386 | $9.3M | $140,273 | $924,624 |
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 |
|---|---|---|---|---|
| CRR, LLP | Auditor | $32,520 | — | $32,520 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,520
- Estimated Expense Ratio: 0.237% of plan assets
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 | $96,486 | $25,000 | — | $32,520 | — |
| 2023 | $55,172 | $4,167 | — | — | — |
| 2022 | $72,923 | $37,750 | $35,173 | — | — |