Albert & Mackenzie, LLP (EIN 82-1962454) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $37.6M in plan assets and 784 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Albert & Mackenzie, LLP 401(k) Profit Sharing Plan | 001 | 343 | $28.3M |
| Albert & Mackenzie, LLP Cash Balance Pension Plan | 002 | 74 | $9.3M |
| Albert & Mackenzie Health & Welfare Plan | 502 | 367 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
82-1962454 is the Employer Identification Number (EIN) Albert & Mackenzie, LLP reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
