Original filing (PDF)20250724132835NAL0013597842001

MACKENZIE CORPORATION

Name: MACKENZIE CORPORATION — MACKENZIE CORPORATION 401(K) PLAN, Form 5500 (2024)
Creator: MACKENZIE CORPORATION

Form 5500-SF

FILING_RECEIVED

MACKENZIE CORPORATION 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

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 CORPORATION.

Plan sponsor

Name

MACKENZIE CORPORATION

EIN

33-0415352

Address

6 JOURNEY STE 165 · ALISO VIEJO, CA · 926565362

Phone

(949) 789-2960

Industry

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

2025-07-24

Pension benefit codes

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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 providers

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