How big is Mackenzie Eason & Associates, LLC's plan?

Mackenzie Eason & Associates, LLC's plan reported $87K in assets and 2 participants for 2024.

Original filing (PDF)20250916125501NAL0002539696001

Mackenzie Eason & Associates, LLC

Name: Mackenzie Eason & Associates, LLC — Mackenzie Eason, Form 5500 (2024)
Creator: Mackenzie Eason & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mackenzie Eason & Associates, LLC 401(k) Plan

401(k) retirement plan · Mackenzie Eason & Associates, LLC's Mackenzie Eason & Associates, LLC 401(k) Plan held $87K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$87K

Net assets (EOY)

$87K

People on this filing

James Georg signed Mackenzie Eason & Associates, LLC's 2024 Form 5500 as plan administrator.

James Georg — 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 Eason & Associates, LLC's EIN is 20-1299612.

EIN 20-1299612

Plan number 001

Plan year 2024

ACK ID 20250916125501NAL0002539696001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mackenzie Eason & Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mackenzie Eason & Associates, LLC's plan includes a 401(k) feature.

Decision-maker contacts

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

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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