Original filing (PDF)20250320170438NAL0013695282001

T.R. MCKENZIE INC.

Name: T.R. MCKENZIE INC. — T.R. MCKENZIE, INC. 401(K) PLAN, Form 5500 (2024)
Creator: T.R. MCKENZIE INC.

Form 5500-SF

FILING_RECEIVED

T.R. MCKENZIE, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 T.R. MCKENZIE INC..

Plan sponsor

Name

T.R. MCKENZIE INC.

EIN

41-2109465

Address

1910 HAWKS RIDGE DR. SUITE 322 · VERONA, WI · 53593

Phone

(608) 848-0111

Industry

Real Estatesee 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

2025-03-20

Pension benefit codes

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)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

SHIPROCK MANAGEMENT, INC

SHIPROCK MANAGEMENT, INC. 401(K) PLAN

$1.6M · 33 participants

BOSTON REAL ESTATE COLLABORATI

BOSTON REAL ESTATE COLLABORATI 401(K) PROFIT SHARING PLAN & TRUST

$1.6M · 11 participants

BRAINBOX AI US LLC

BRAINBOX AI 401(K) PLAN

$1.6M · 43 participants

ODIN MANAGEMENT LLC

ODIN MANAGEMENT 401(K) PLAN

$1.6M · 253 participants

M. D. ATKINSON COMPANY, INC.

M. D. ATKINSON COMPANY, INC. 401(K) PLAN

$1.6M · 69 participants