Plan Snapshot
- Plan Sponsor: Landsman Development Corp.
- Sponsor EIN: 160991380
- Sponsor Address: 3 TOWNLINE CIRCLE, ROCHESTER, NY, 14623
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 119 | $8.8M | $77,273 | $476,103 |
| 2023 | 118 | $9.3M | $74,524 | $473,072 |
| 2022 | 112 | $7.9M | $79,132 | $536,652 |
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 |
|---|---|---|---|---|
| FLAHERTY SALMIN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FLAHERTY SALMIN 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 | $1,300 | — | — | — | — |
| 2023 | $9,513 | — | — | $9,113 | — |
| 2022 | $11,225 | — | — | — | — |