How big is McKenzie Inc.'s plan?

McKenzie Inc.'s plan reported $412K in assets and 3 participants for 2024.

Original filing (PDF)20250508120250NAL0017971200001

McKenzie Inc.

Name: McKenzie Inc. — McKenzie Inc. 401(k) P/S Plan, Form 5500 (2024)
Creator: McKenzie Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McKenzie Inc. 401(k) P/S Plan

401(k) retirement plan · McKenzie Inc.'s McKenzie Inc. 401(k) P/S Plan held $412K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$412K

Net assets (EOY)

$412K

People on this filing

Holly McKenzie signed McKenzie Inc.'s 2024 Form 5500 as plan administrator.

Holly 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

McKenzie Inc.'s EIN is 84-4254612.

EIN 84-4254612

Plan number 001

Plan year 2024

ACK ID 20250508120250NAL0017971200001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McKenzie Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McKenzie Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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