How big is Mackenzie and Partners Inc. DBA Truex Metier's plan?

Mackenzie and Partners Inc. DBA Truex Metier's plan reported $2.5M in assets and 13 participants for 2024.

Original filing (PDF)20250908163557NAL0012047459001

Mackenzie and Partners Inc. DBA Truex Metier

Name: Mackenzie and Partners Inc. DBA Truex Metier — Form 5500 Plan 002 (2024)
Creator: Mackenzie and Partners Inc. DBA Truex Metier
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mackenzie and Partners Inc. DBA Truex Metier 401(k) Profit Sharing Plan

401(k) retirement plan · Mackenzie and Partners Inc. DBA Truex Metier's Mackenzie and Partners Inc. DBA Truex Metier 401(k) Profit Sharing Plan held $2.5M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Michael Vanderford signed Mackenzie and Partners Inc. DBA Truex Metier's 2024 Form 5500 as plan administrator.

Michael Vanderford — 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

Mackenzie and Partners Inc. DBA Truex Metier's EIN is 94-3216425.

EIN 94-3216425

Plan number 002

Plan year 2024

ACK ID 20250908163557NAL0012047459001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mackenzie and Partners Inc. DBA Truex Metier from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mackenzie and Partners Inc. DBA Truex Metier'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 MACKENZIE AND PARTNERS INC. DBA TRUEX METIER.

Finding similar companies…

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