THE MACKENZIE GROUP INC. 401(k) Plan
What public Form 5500 filings show about the THE MACKENZIE GROUP INC. 401(k) plan — and how to find and check your own account.
The THE MACKENZIE GROUP INC. 401(k) on its latest Form 5500
THE MACKENZIE GROUP INC. (EIN 13-5667459) reports THE MACKENZIE GROUP INC. 401(K) PLAN on its most recent Form 5500, with $20.9M in plan assets across 66 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 THE MACKENZIE GROUP INC. filing — schedules, fees, and providers.
Who runs the THE MACKENZIE GROUP INC. 401(k)?
THE MACKENZIE GROUP INC.’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 THE MACKENZIE GROUP INC.HR for the recordkeeper’s name and login.
How to check your THE MACKENZIE GROUP INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask THE MACKENZIE GROUP INC. 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).