E.T. Mackenzie Company Employee Profit Sharing 401(k) Plan
Sponsored by E.T. Mackenzie Company · EIN 382405622 · Plan #001
- Total assets
- $20.8M
- Net assets
- $20.8M
- Active participants
- 336
- With balances
- 337
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategies Wealth Advisors, Llc CRD 289913 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategies Wealth Advisors, Llc | Investment advisory (plan) | $38,716 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $31,387 |
| Maner Costerisan & Ellis Pc Dba Man | Accounting | $7,800 |