Retirement plan

LANDMARK 401(K) PLAN

Name: LANDMARK HOLDINGS OF FLORIDA, LLC - LANDMARK 401(K) PLAN (2024) Form 5500
Creator: LANDMARK HOLDINGS OF FLORIDA, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LANDMARK 401(K) PLAN, LANDMARK HOLDINGS OF FLORIDA, LLC

LANDMARK HOLDINGS OF FLORIDA, LLCEIN 20-2091217Plan #001PY 2024

2430 VANDERBILT BEACH RD., SUITE 108-564 - NAPLES, FL 34109225-892-6118

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$6.4M

+1.8% from 2023

Total participants

901

+22.4% from 2023

Average account balance

$23,630

+4.8% from 2023

Annual return

12.75%

-2.59 pp from 2023

Benchmarks

See 832 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants250-999

Cohort832 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.36M

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

269

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.

18.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$719K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$923

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

+12.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$38

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
GOLDMAN SACHS1 year Filed as: BROAD STREET CAPITAL PARTNERS LLC Service code 27 124 VERDAE BLVD STE 504 · GREENVILLE, SC 29607	Advisory (Plan)	$26,420
BATES & COMPANY, INC.4 years Filed as: BATES & COMPANY Service code 13 · EIN 59-3465757 1201 S ORLANDO AVE STE 202 · WINTER PARK, FL 32789	Contract Administrator	$6,912

Plan features & details

Pension benefit codes2E2F2G2J2K3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$10K

$13 / participant

Investment mgmt$10K100.0%

% of EOY assets

0.161%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MILLER & COMPANY LLP
Auditor EIN: 270030728
Audit fees: $0
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$23,630

$45,109-47.6%

$85,187-72.3%

$77,736-69.6%

Participation rate

18.9%

48.7%-29.8pp

67.5%-48.7pp

70.6%-51.7pp

Annual return

12.75%

79.55%-66.8pp

66.67%-53.9pp

31.26%-18.5pp

Employer contribution / active EE

$102

$1,602-93.6%

$2,732-96.3%

$2,728-96.3%

Participant deferral / active EE

$821

$2,814-70.8%

$4,525-81.9%

$4,651-82.4%

Admin fee / account holder

$38

$915-95.8%

$6,162-99.4%

$433-91.2%

Provider

Service type

Compensation

GOLDMAN SACHS1 year

Filed as: BROAD STREET CAPITAL PARTNERS LLC

Service code 27

124 VERDAE BLVD STE 504 · GREENVILLE, SC 29607

Advisory (Plan)

$26,420

BATES & COMPANY, INC.4 years

Filed as: BATES & COMPANY

Service code 13 · EIN 59-3465757

1201 S ORLANDO AVE STE 202 · WINTER PARK, FL 32789

Contract Administrator

$6,912

LANDMARK 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LANDMARK 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion