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Sponsor portfolio

MACKENZIE PARTNERS, INC.

EIN 13-3645268-financial services-Latest filing 2025
Plans
1
Retirement
1
$23.7M assets
Welfare
0
Participants
38
370 7TH AVENUE, SUITE 503 - NEW YORK, NY 10001212-929-5500mackenziepartners.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$23.7M - 38 part

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Retirement#001

MACKENZIE PARTNERS, INC. 401(K) PLAN

401k

Assets$23.7M
Participants38
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MACKENZIE PARTNERS, INC. 401(K) PLAN401k$23.7M382025
Retirement plans
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