Plan Snapshot
- Plan Sponsor: Mackenzie Ventures, LLC
- Sponsor EIN: 463558556
- Sponsor Address: 2328 WEST JOPPA RD, STE 200, LUTHERVILLE, MD, 210934674
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $20.3M
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 | 155 | $20.3M | $150,339 | $843,097 |
| 2023 | 155 | $17.2M | $140,211 | $849,416 |
| 2022 | 167 | $15.2M | $136,950 | $889,301 |
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 |
|---|---|---|---|---|
| SC&H ATTEST SERVICES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SC&H ATTEST SERVICES, P.C. — 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 | $68,621 | $40,391 | — | — | — |
| 2023 | $51,150 | $23,483 | — | — | — |
| 2022 | $54,839 | $28,444 | — | — | $26,395 |