Landmark School 401(k) Plan
Sponsored by Landmark School, Inc. · EIN 042429311 · Plan #001
- Total assets
- $52.5M
- Net assets
- $52.5M
- Active participants
- 329
- With balances
- 500
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $52,629 |
| Commonwealth Equity Services Llc | Investment advisory (plan) | $50,000 |
| Compass 360 | Contract administrator | $21,844 |
| Empower Advisory Group, Llc | Investment management | $5,236 |