What public Form 5500 filings show about the Mackenzie Simon Enterprises LL 401(k) plan — and how to find and check your own account.
Mackenzie Simon Enterprises LL (EIN 47-4505144) reports MACKENZIE SIMON ENTERPRISES LL 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $73K in plan assets across 23 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 Simon Enterprises LL filing — schedules, fees, and providers.
Mackenzie Simon Enterprises LL’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 Simon Enterprises LLHR for the recordkeeper’s name and login.
