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Original filing (PDF)20250416093339NAL0002153795001
THE MACKENZIE GROUP INC.
Form 5500-SF
FILING_RECEIVED
THE MACKENZIE GROUP INC. 401(K) PLAN
401(k) retirement plan
Active participants
66
Accounts w/ balance
81
Plan assets (EOY)
$20.9M
Net assets (EOY)
$20.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MACKENZIE GROUP INC..
Plan sponsor
Name
THE MACKENZIE GROUP INC.
EIN
13-5667459
Address
4900 WEST SIDE AVE · NORTH BERGEN, NJ · 07047
Phone
(212) 227-1630
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-04-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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