How big is Mackeson Advisory, LLC's plan?

Mackeson Advisory, LLC's plan reported $3.2M in assets and 6 participants for 2025.

Original filing (PDF)20260409110441NAL0012769872001

Mackeson Advisory, LLC

Name: Mackeson Advisory, LLC — Mackeson Advisory 401(k), Form 5500 (2025)
Creator: Mackeson Advisory, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mackeson Advisory 401(k) Profit Sharing Plan

401(k) retirement plan · Mackeson Advisory, LLC's Mackeson Advisory 401(k) Profit Sharing Plan held $3.2M in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

Mackeson Advisory, LLC's EIN is 82-5372876.

EIN 82-5372876

Plan number 001

Plan year 2025

ACK ID 20260409110441NAL0012769872001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Mackeson Advisory, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Mackeson Advisory, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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