How big is McKinzie Consulting Group LLC's plan?

McKinzie Consulting Group LLC's plan reported $132K in assets and 3 participants for 2025.

Original filing (PDF)20260507132414NAL0003468736001

McKinzie Consulting Group LLC

Name: McKinzie Consulting Group LLC — McKinzie Consulting, Form 5500 (2025)
Creator: McKinzie Consulting Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McKinzie Consulting Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · McKinzie Consulting Group LLC's McKinzie Consulting Group LLC 401(k) Profit Sharing Plan & Trust held $132K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$132K

Net assets (EOY)

$132K

People on this filing

Edward Rojas signed McKinzie Consulting Group LLC's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

McKinzie Consulting Group LLC's EIN is 37-1522564.

EIN 37-1522564

Plan number 001

Plan year 2025

ACK ID 20260507132414NAL0003468736001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for McKinzie Consulting Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

McKinzie Consulting Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCKINZIE CONSULTING GROUP 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