Retirement plan

LANDMARK WEALTH MANAGEMENT 401(K) PLAN

Name: BRYANT WOODS INVESTMENT ADVISORS, LLC - LANDMARK WEALTH MANAGEMENT 401(K) PLAN (2017) Form 5500
Creator: BRYANT WOODS INVESTMENT ADVISORS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LANDMARK WEALTH MANAGEMENT 401(K) PLAN, BRYANT WOODS INVESTMENT ADVISORS, LLC

BRYANT WOODS INVESTMENT ADVISORS, LLCEIN 16-1577177Plan #001PY 2017

45 BRYANT WOODS NORTH - AMHERST, NY 14228716-631-2441

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$294K

+74.9% from 2016

Total participants

+60.0% from 2016

Average account balance

$42,056

+24.9% from 2016

Annual return

24.93%

+12.59 pp from 2016

Benchmarks

See 30,802 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,802 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.84M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$205K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

112.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$224K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.31%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$29412

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,056

$171,867-75.5%

$149,716-71.9%

$147,585-71.5%

Participation rate

85.7%

88.2%-2.5pp

87.1%-1.4pp

82.8%+2.9pp

Annual return

24.93%

2113.36%-2088.4pp

1501.67%-1476.7pp

578.58%-553.7pp

Employer contribution / active EE

$4,391

$6,275-30.0%

$5,444-19.3%

$4,876-10.0%

Participant deferral / active EE

$7,622

$7,270+4.8%

$6,568+16.0%

$5,439+40.1%

Admin fee / account holder

$13,799-100.0%

$11,282-100.0%

$10,886-100.0%

LANDMARK WEALTH MANAGEMENT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LANDMARK WEALTH MANAGEMENT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion