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Sponsor portfolioTH

MACKENZIE GROUP INC

EIN 13-5667459-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
2
$36.0M assets
Welfare
0
Participants
146
4900 WEST SIDE AVE - NORTH BERGEN, NJ 07047212-227-1630
Plans on this EIN
2 filings
#001401k-$24.3M - 84 part#002ESOP-$11.8M - 62 part

Retirement portfolio analytics

2 plans aggregated / $36.0M assets / 146 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • GROUP INC. 401(K) (#001)67%
  • THE MACKENZIE ESOP (#002)33%
Total $36.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP INC. 401(K) (#001)84
  • THE MACKENZIE ESOP (#002)62
Total 146Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE MACKENZIE GROUP INC. 401(K) PLAN

401k

Assets$24.3M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE MACKENZIE ESOP

ESOP

Assets$11.8M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE MACKENZIE GROUP INC. 401(K) PLAN401k$24.3M842025
002THE MACKENZIE ESOPESOP$11.8M622025
Retirement plans
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