BARB McCullough signed Mackenzie Engineering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mackenzie Engineering, Inc.'s EIN is 93-0573937.
Download the official 2024 Form 5500 (PDF) for Mackenzie Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mackenzie Engineering, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTNOMAH GROUP | 20-0361079 | — | CONSULTANT | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANG TARGET RET 2045 Mutual Fund | Other securities | — | — | $9.1M | 14.3% | |
| VANG TARGET RET 2030 Mutual Fund | Other securities | — | — | $8.7M | 13.7% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $6.6M | 10.4% | |
| VANG TARGET RET 2040 Mutual Fund | Other securities | — | — | $5.6M | 8.8% | |
| VANG TARGET RET 2035 Mutual Fund | Other securities | — | — | $5.1M | 8.1% | |
| maturity value VANG TARGET RET 2055 Mutual Fund | Other securities | — | — | $5.0M | 7.8% | |
| VANG TARGET RET 2050 Mutual Fund | Other securities | — | — | $4.9M | 7.6% | |
| VANG TARGET RET 2025 Mutual Fund | Other securities | — | — | $3.7M | 5.8% | |
| VANG VMMR-FED MMKT Interest Bearing Cash | Cash / Money Market | — | — | $2.3M | 3.5% | |
| JPM LG CAP GROWTH R6 Mutual Fund | Other securities | — | — | $2.1M | 3.2% | |
| VANG TARGET RET 2020 Mutual Fund | Other securities | — | — | $1.8M | 2.9% | |
| VANG TARGET RET 2060 Mutual Fund | Other securities | — | — | $1.6M | 2.5% | |
| VANG TOT BD MKT ADM Mutual Fund | Other securities | — | — | $1.4M | 2.2% | |
| VANG SMCPVL IDX ADM Mutual Fund | Common Collective Trusts | — | — | $1.1M | 1.7% | |
| FID EXTD MKT IDX Mutual Fund | Common Collective Trusts | — | — | $1.0M | 1.6% | |
| AF EUROPAC GROWTH R6 Mutual Fund | Other securities | — | — | $1.0M | 1.6% | |
| MFS VALUE R6 Mutual Fund | Mutual Funds | — | — | $642K | 1.0% | |
| FKLN SM CAP GRTH R6 Mutual Fund | Other securities | — | — | $577K | 0.9% | |
| FID US SUSTN IDX Mutual Fund | Common Collective Trusts | — | — | $475K | 0.7% | |
| C&S INST REALTY SHS Mutual Fund | Common Stocks | — | — | $416K | 0.7% | |
| VANG TARGET RET INC Mutual Fund | Common Stocks | — | — | $218K | 0.3% | |
| VANG TARGET RET 2065 Mutual Fund | Other securities | — | — | $145K | 0.2% | |
| PGIM TOTAL RTN BD R6 Mutual Fund | Other securities | — | — | $94K | 0.1% | |
| FID INTL SUSTN IDX Mutual Fund | Common Collective Trusts | — | — | $67K | 0.1% | |
| OUTSTANDING LOAN BALANCE Participant Loans*** | Participant loans | — | — | $48K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GEFFEN MESHER & COMPANY P C | 93-1042710 | — | ACCOUNTANT/AUDITOR | $15K | — |
| GEFFENMESHER | 93-1661080 | — | ACCOUNTANT/AUDITOR | $11K | — |
