Landmark Dividend 401(k) match, vesting and fees
What Landmark Dividend's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Jgd & Associates, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 502 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Landmark Dividend: employer contribution per participant | $3,184 | |
| Peer median | $1,772 |
| Landmark Dividend: average balance | $108,261 | |
| Peer median | $60,900 |
| Landmark Dividend: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.38% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $11M at the end of plan year 2021 to $20M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 188 | $20M | $589K | $3,184 | 0.02% | Not published | Form 5500 ↗ |
| 2024 | 177 | $15.8M | $540K | $3,105 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 185 | $12.8M | $474K | $2,650 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 223 | $10M | $454K | $2,075 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 212 | $11M | $629K | $3,008 | 0.39% | Not published | Form 5500 ↗ |
Common questions
Does Landmark Dividend match 401(k) contributions?
The match terms for the Landmark Dividend LLC 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $589K in employer contributions, about $3,184 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Landmark Dividend 401(k) match vested?
The vesting schedule for the Landmark Dividend LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Landmark Dividend 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company O. The plan administrator is Landmark Dividend LLC.
I left Landmark Dividend. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Landmark Dividend LLC, (310) 464-3175) or the recordkeeper, Empower Annuity Insurance Company O. The Landmark Dividend old 401(k) page lists the contacts from every plan filing. Find an old Landmark Dividend 401(k)
Data from the public Form 5500 annual reports Landmark Dividend filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Landmark Dividend. Not financial advice. Report a correction · Methodology