Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MCKENZIE SUPPLY COMPANY
EIN 56-1056885computer softwareLatest filing 2025
Plans
2
Retirement
2
$6.6M assets
Welfare
0
Participants
57
726 E. 16TH STREET - LUMBERTON, NC 28359910-738-4801mckenziesupplyco.comLinkedIn11-50 employeescomputer software
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.6M assets / 57 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MCKENZIE SUPPLY COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$5.4M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MCKENZIE SUPPLY COMPANY 401(K) PROFIT SHARING PLAN
401k
Assets$1.3M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MCKENZIE SUPPLY COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $5.4M | 28 | 2025 | |
| 002 | MCKENZIE SUPPLY COMPANY 401(K) PROFIT SHARING PLAN | 401k | $1.3M | 29 | 2024 |
Retirement plans