Original filing (PDF)20250825141313NAL0003958419001

E.T. MACKENZIE COMPANY

Name: E.T. MACKENZIE COMPANY — E.T. MACKENZIE COMPANY EMPLOYEE PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: E.T. MACKENZIE COMPANY

Form 5500

FILING_RECEIVED

E.T. MACKENZIE COMPANY EMPLOYEE PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Signals · 1

100% in single holding

Active participants

336

Accounts w/ balance

337

Plan assets (EOY)

$20.8M

Net assets (EOY)

$20.8M

How this plan invests

This plan

1 pooled trust

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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 E.T. MACKENZIE COMPANY.

Plan sponsor

Name

E.T. MACKENZIE COMPANY

EIN

38-2405622

Address

4248 WEST SAGINAW HIGHWAY · GRAND LEDGE, MI · 48837

Phone

(517) 627-8408

Industry

Constructionsee 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

2025-08-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$31K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIES WEALTH ADVISORS, LLC	—	GRAND RAPIDS, MI	INVESTMENT ADVISOR	$39K	—

Accountant / Auditor

Name	EIN	Location

Investments

1 pooled fund· $319K(2% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	GOLDMAN SACHS STABLE VALUE COLLECTI THE GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025	Common Collective Trust	—	$350K	$319K	1.5%

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