Department of Labor filing

MACKENZIE-CHILDS, LLC

MACKENZIE-CHILDS 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

36filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$1,315

Reported employer contributions per active participant.

Higher than about 31% of comparable plans

#People in the filing

231

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$172 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 47% of comparable plans

↗Investment performance

Not available

Plan assets changed 20.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202436out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions31st percentileTypical peer $1,992 · based on 181 comparable plans

Lower reported administrative expense47th percentileTypical peer $164 · based on 182 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, MACKENZIE-CHILDS, LLC reported $303,656 in employer contributions across the plan and 231 active participants. That works out to $1,315 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy90%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 25.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 7.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context36/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $303,656
Participant contributions: $679,801
Other contributions: $3,838
Employer share of reported contributions: 30.9%
Beginning assets: $8,097,473
Ending assets: $9,734,417
Ending net assets: $9,734,417
Ending liabilities: $0
Total income: $2,166,884
Total expenses: $529,940
Administrative expenses: $42,388
Participant loans: $132,489

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,050

2023

$1,143

2024

$1,315

Plan-paid administrative expenses per participant

2022

$161

2023

$146

2024

$172

Active participants

2022

218

2023

223

2024

231

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,315	231	9.7M	20251014143434NAL0006448098001
2023	$1,143	223	8.1M	20241015102642NAL0016142707001
2022	$1,050	218	6.3M	20231016145131NAL0076550834001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.4%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 262208550-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2001
Industry: Industry group 327
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2J2K2F2G3D3H2T

Current plan terms

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Filing ACK_ID20251014143434NAL0006448098001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗