Original filing (PDF)20250711110009NAL0004178643001

MACKENZIE HUGHES LLP

Name: MACKENZIE HUGHES LLP — MACKENZIE HUGHES LLP RETIREMENT PLAN AND TRUST, Form 5500 (2024)
Creator: MACKENZIE HUGHES LLP

Form 5500-SF

FILING_RECEIVED

MACKENZIE HUGHES LLP RETIREMENT PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$27.5M

Net assets (EOY)

$27.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MACKENZIE HUGHES LLP.

Plan sponsor

Name

MACKENZIE HUGHES LLP

EIN

01-0690915

Address

440 SOUTH WARREN STREET · SUITE 400 · SYRACUSE, NY · 13202

Phone

(315) 474-7571

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-11

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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