Plan Snapshot
- Plan Sponsor: Mackenzie-Childs, LLC
- Sponsor EIN: 262208550
- Sponsor Address: 3260 STATE ROUTE 90, AURORA, NY, 13026
- Plan Type: 401(k)
- Total Participants: 231
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 231 | $9.7M | $303,656 | $679,801 |
| 2023 | 223 | $8.1M | $254,838 | $564,480 |
| 2022 | 218 | $6.3M | $228,966 | $519,000 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MENGEL METZGER BARR & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MENGEL METZGER BARR & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $42,388 | $30,292 | $12,096 | — | — |
| 2023 | $35,167 | $18,023 | $17,144 | — | — |
| 2022 | $34,301 | $17,218 | $17,083 | — | — |