Plan Snapshot
- Plan Sponsor: Landvest, INC.
- Sponsor EIN: 043129242
- Sponsor Address: 3 EAGLE SQUARE, CONCORD, NH, 03301
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 156
- Total Assets: $23.5M
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. |
|---|---|---|---|---|
| 2025 | 156 | $23.5M | $0 | $0 |
| 2024 | 123 | $19.0M | $349,672 | $1.1M |
| 2023 | 121 | $16.7M | $336,634 | $1.0M |
| 2022 | 112 | $13.6M | $287,784 | $955,520 |
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 |
|---|---|---|---|---|
| JOHNSON O'CONNOR FERON &CARUCCI 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 |
|---|---|---|---|---|---|
| 2025 | $702,860 | — | $3,023 | — | — |
| 2024 | $2,629 | — | $2,629 | — | — |
| 2023 | $2,011 | — | $2,011 | — | — |
| 2022 | $2,188 | — | $2,188 | — | — |