How big is Mackenzie Hughes LLP's plan?

Mackenzie Hughes LLP's plan reported $27.5M in assets and 57 participants for 2024.

Original filing (PDF)20250711110009NAL0004178643001

Mackenzie Hughes LLP

Name: Mackenzie Hughes LLP — Mackenzie Hughes LLP, Form 5500 (2024)
Creator: Mackenzie Hughes LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mackenzie Hughes LLP Retirement Plan and Trust

401(k) retirement plan · Mackenzie Hughes LLP's Mackenzie Hughes LLP Retirement Plan and Trust held $27.5M in plan assets for 57 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$27.5M

Net assets (EOY)

$27.5M

People on this filing

Stephen S. Davie signed Mackenzie Hughes LLP's 2024 Form 5500 as plan administrator.

Stephen S. Davie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mackenzie Hughes LLP's EIN is 01-0690915.

EIN 01-0690915

Plan number 001

Plan year 2024

ACK ID 20250711110009NAL0004178643001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mackenzie Hughes LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mackenzie Hughes LLP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MACKENZIE HUGHES LLP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score