How big is T.R. McKenzie Inc.'s plan?

T.R. McKenzie Inc.'s plan reported $2.5M in assets and 41 participants for 2025.

Original filing (PDF)20260312113734NAL0007407778001

T.R. McKenzie Inc.

Name: T.R. McKenzie Inc. — T.R. McKenzie, Inc. 401(k) Plan, Form 5500 (2025)
Creator: T.R. McKenzie Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

T.R. McKenzie, Inc. 401(k) Plan

401(k) retirement plan · T.R. McKenzie Inc.'s T.R. McKenzie, Inc. 401(k) Plan held $2.5M in plan assets for 41 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Mary ANN McKenzie signed T.R. McKenzie Inc.'s 2025 Form 5500 as plan administrator.

Mary ANN McKenzie — 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

T.R. McKenzie Inc.'s EIN is 41-2109465.

EIN 41-2109465

Plan number 001

Plan year 2025

ACK ID 20260312113734NAL0007407778001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for T.R. McKenzie Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

T.R. McKenzie Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for T.R. MCKENZIE INC..

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Plan health score

Above-average plan

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

Knocking points off