PlanOptica
Free ERISA searchPricing
Sign inTry Pro free
  1. Companies/
  2. McKenzie & Welch Capital Partners, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

McKenzie & Welch Capital Partners, LLC

EIN 85-2475359-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$966K assets
Welfare
0
Participants
21
501 FORREST LANE - JOSHUA, TX 76058210-823-2820
Plans on this EIN
1 filing
#001401(k)-$966K - 21 part

Plan deep-dives

Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.
Retirement#001

MCKENZIE & WELCH CAPITAL PARTNERS, LLC RSP

401(k)

Assets$966K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MCKENZIE & WELCH CAPITAL PARTNERS, LLC RSP401(k)$966K212025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica