Original filing (PDF)20250409155340NAL0033011056001

MCKENZIE & WELCH CAPITAL PARTNERS, LLC

Name: MCKENZIE & WELCH CAPITAL PARTNERS, LLC — MCKENZIE & WELCH CAPITAL PARTNERS, LLC RSP, Form 5500 (2024)
Creator: MCKENZIE & WELCH CAPITAL PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

MCKENZIE & WELCH CAPITAL PARTNERS, LLC RSP

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$818K

Net assets (EOY)

$818K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MCKENZIE & WELCH CAPITAL PARTNERS, LLC

EIN

85-2475359all filings

Address

501 FORREST LANE · JOSHUA, TX · 76058

Phone

(210) 823-2820

Industry

Finance & Insurancesee all

Plan administrator