Plan Ledger DOL Form 5500 · updated monthly

Landmark Global, Inc.401(k)

LANDMARK GLOBAL INC 401(K) PS PLAN AND TRUST · SANTA BARBARA, CA · plan year 2024

Reported admin expense ratio · 2024
0.33%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Landmark Global, Inc. reported $30,116 in plan administrative expenses for 2024: 0.33% of average plan assets, below the peer median. Employer contributions averaged $2,010 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.69% to 0.33%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,424th of 9,483), and 7,973rd of 11,654 in professional & technical services. In 2024, employees put in $1.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,092,363
Participants with balances130
Active participants209
Employer contributions$420,147
Employee contributions$829,467
Employer contribution per active participant$2,010
Average account balance$77,634
Benefits paid to participants$237,519
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 130 accts · $420K emplr
2023$7.9M · 127 accts · $402K emplr
2022$5.9M · 121 accts · $382K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,807
Investment management$26,309
Total administrative$30,116
The Landmark Global, Inc. 401(k) match · 2024
Employer contribution per active participant$2,010
Median for plans this size$1,313
2024$2,010 per active participant
2023$2,020 per active participant
2022$1,918 per active participant

Landmark Global, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$3,807
LPL FINANCIAL RPCP · Investment advisory (plan)$26,309

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$30,116 · 0.33%
2023$23,718 · 0.34%
2022$42,591 · 0.69%
Same employer
Similar plansProfessional & Technical Services · California
Compex Legal Services, Inc. CA$10.2M · 0.06%
Nicolehollis, Inc. CA$10.1M · 0.58%
Intellipro Service Inc CA$10.1M · 1.18%
Bond Creative, LLC. CA$10.1M · 0.65%
King Technologies, Inc. CA$10.0M · 0.66%
Kodiak Robotics, Inc. CA$10.0M · 0.01%
Tenaya Therapeutics, Inc. CA$10.0M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800670015 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.