Assets by plan
Share of aggregate retirement assets
- GROUP INC. 401(K) (#001)$24.3M
Filings through .
Top hat
Mackenzie Group Inc
EIN 13-5667459Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$36.0M assets
Health & Benefits
0
Participants
146
4900 WEST SIDE AVE - NORTH BERGEN, NJ 07047212-227-1630
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $36.0M assets / 146 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
THE MACKENZIE GROUP INC. 401(K) PLAN
401(k)
Assets$24.3M
Participants84
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
THE MACKENZIE ESOP
ESOP
Assets$11.8M
Participants62
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE MACKENZIE GROUP INC. 401(K) PLAN | 401(k) | $24.3M | 84 | 2025 |
| #002 | THE MACKENZIE ESOP | ESOP | $11.8M | 62 | 2025 |
- #001 · 401(k) · 202584
- THE MACKENZIE ESOP$11.8M#002 · ESOP · 202562
Retirement plans