Back to filter
Original filing (PDF)20251014143434NAL0006448098001
MACKENZIE-CHILDS, LLC
Form 5500
FILING_RECEIVED
MACKENZIE-CHILDS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
231
Accounts w/ balance
137
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MACKENZIE-CHILDS, LLC.
Plan sponsor
Name
MACKENZIE-CHILDS, LLC
EIN
26-2208550
Address
3260 STATE ROUTE 90 · AURORA, NY · 13026
Phone
(315) 364-7127
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MENGEL METZGER BARR & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMINISTRATIVE SVCS | 16-1503696 | — | NONE | $18K | — |
| AMERICAN PORTFOLIO ADVISORS | 11-3600438 | — | NONE | $16K | — |
| OSAIC WEALTH, INC. | 93-0987232 | — | NONE | $6K | — |
Investments
28 direct securities· $9.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth | — | — | — | $1.4M | 14.2% | |
| American Funds American Mutual | — | — | — | $861K | 8.8% | |
| John Hancock Bond | — | — | — | $732K | 7.5% | |
| Vanguard Mid-Cap Index Admiral | — | — | — | $617K | 6.3% | |
| T. Rowe Price All-Caps Opps | — | — | — | $582K | 6.0% | |
| Vanguard Target Retirement 2050 | — | — | — | $558K | 5.7% | |
| Goldman Sachs International Equity ESG Fund | — | — | — | $543K | 5.6% | |
| Lord Abbett Short Duration Inc | — | — | — | $507K | 5.2% | |
| Vanguard GNMA Admiral | — | — | — | $470K | 4.8% | |
| Vanguard Target Retirement 2035 | — | — | — | $451K | 4.6% | |
| BlackRock Mid-Cap Growth Equity Portfolio | — | — | — | $419K | 4.3% | |
| American Funds New World | — | — | — | $403K | 4.1% | |
| American Funds Washington Mutual | — | — | — | $378K | 3.9% | |
| Needham Aggressive Growth Fund | — | — | — | $316K | 3.2% | |
| American Funds New Perspective | — | — | — | $204K | 2.1% | |
| BNY Mellon Small Cap Stock Index Fund | — | — | — | $203K | 2.1% | |
| Principal High Yield Institutional | — | — | — | $202K | 2.1% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $201K | 2.1% | |
| Vanguard Target Retirement 2025 | — | — | — | $138K | 1.4% | |
| Notes receivable from participants Notes maturing through October 2029; Interest rates ranging from 3.25% to 8.50% | — | — | — | $132K | 1.4% | |
| Vanguard Target Retirement Income 806 Vanguard Total Stock Market Index Admiral | — | — | — | $121K | 1.2% | |
| Vanguard Target Retirement 2040 | — | — | — | $107K | 1.1% | |
| Columbia Small Cap Index Institutional | — | — | — | $57K | 0.6% | |
| Vanguard Target Retirement 2045 | — | — | — | $55K | 0.6% | |
| MFS International Diversification | — | — | — | $44K | 0.5% | |
| Vanguard Target Retirement 2030 | — | — | — | $23K | 0.2% | |
| Vanguard Target Retirement 2020 | — | — | — | $20K | 0.2% | |
| PGIM Global Total Return Fund | — | — | — | $4K | <0.1% |
Related plans
Other plans using BENEFIT PLANS ADMINISTRATIVE SVCS
CLAXTON-HEPBURN MEDICAL CENTER
CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN
$88.0M · 791 participants
CAYUGA MEDICAL ASSOCIATES
CAYUGA MEDICAL ASSOCIATES 403(B) SAVINGS PLAN
$51.0M · 819 participants
SAMARITAN HEALTHCARE & HOSPICE, INC.
SAMARITAN HEALTHCARE & HOSPICE, INC. 403(B) PLAN
$30.5M · 399 participants
GLAZIERS & GLASSWORKERS LOCAL 660 INDIVIDUAL ACCOUNT PLAN
GLAZIERS & GLASSWORKERS LOCAL 660 INDIVIDUAL ACCOUNT PLAN
$30.0M · 391 participants
HAUN WELDING SUPPLY, INC
THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN OF HAUN WELDING SUPPLY, INC.
$26.4M · 316 participants
BLYTHEDALE CHILDRENS HOSPITAL
BLYTHEDALE CHILDREN'S HOSPITAL DEFINED CONTRIBUTION PLAN
$26.0M · 505 participants
Similar-size Manufacturing plans
NATIONAL MAGNETICS GROUP, INC.
NATIONAL MAGNETICS GROUP INC. 401(K) SAVINGS PLAN
$9.6M · 96 participants
PLIBRICO COMPANY LLC
PLIBRICO COMPANY, LLC RETIREMENT SAVINGS PLAN
$10.1M · 211 participants
AMERICAN ART CLAY CO. INC.
AMACO 401K PLAN
$11.3M · 138 participants
SGH REDGLAZE HOLDINGS, INC.
THE SGH REDGLAZE HOLDINGS, INC. MULTIPLE EMPLOYER PLAN
$11.4M · 76 participants
READER'S WHOLESALE DISTRIBUTORS, INC.
READER'S WHOLESALE DISTRIBUTORS, INC. 401(K) PLAN
$8.0M · 69 participants
IMERYS REFRACTORY MINERALS USA, INC
C-E MINERALS INC RETIREE HEALTH CAPITAL ACCUMULATION PLAN
$8.0M · 25 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B