Original filing (PDF)20251213151753NAL0009859873001

MACKENZIE LIFE CARE PLANNING LLC

Name: MACKENZIE LIFE CARE PLANNING LLC — MACKENZIE LIFE CARE PLANNING, LLC, Form 5500 (2024)
Creator: MACKENZIE LIFE CARE PLANNING LLC

Form 5500-SF

FILING_RECEIVED

MACKENZIE LIFE CARE PLANNING, LLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MACKENZIE LIFE CARE PLANNING LLC.

Plan sponsor

Name

MACKENZIE LIFE CARE PLANNING LLC

EIN

82-4536181all filings

Address

313 E CHARNWOOD ST · TYLER, TX · 75701

Phone

(206) 919-2219

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-05-31

Filed

2025-12-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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