Mackenzie Engineering Employees 401(k) Profit Sharing Plan
Sponsored by Mackenzie Engineering, Inc. · EIN 930573937 · Plan #001
- Total assets
- $63.7M
- Net assets
- $63.7M
- Active participants
- 216
- With balances
- 333
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $45,274 |
| Geffen Mesher & Company P C | Consulting (general) | $15,312 |
| Multnomah Group | Consulting (general) | $14,606 |
| Geffenmesher | Accounting | $10,500 |