MACKENZIE AND PARTNERS INC. DBA TRUEX METIER 401(k) Plan
What public Form 5500 filings show about the MACKENZIE AND PARTNERS INC. DBA TRUEX METIER 401(k) plan — and how to find and check your own account.
The MACKENZIE AND PARTNERS INC. DBA TRUEX METIER 401(k) on its latest Form 5500
MACKENZIE AND PARTNERS INC. DBA TRUEX METIER (EIN 94-3216425) reports MACKENZIE AND PARTNERS INC. DBA TRUEX METIER 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $2.5M in plan assets across 13 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full MACKENZIE AND PARTNERS INC. DBA TRUEX METIER filing — schedules, fees, and providers.
Who runs the MACKENZIE AND PARTNERS INC. DBA TRUEX METIER 401(k)?
MACKENZIE AND PARTNERS INC. DBA TRUEX METIER’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask MACKENZIE AND PARTNERS INC. DBA TRUEX METIERHR for the recordkeeper’s name and login.
How to check your MACKENZIE AND PARTNERS INC. DBA TRUEX METIER 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask MACKENZIE AND PARTNERS INC. DBA TRUEX METIER HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
