# Mackenzie Ventures, LLC 401(k) Plan
Source: https://planprovider.pro/companies/mackenzie-ventures-llc-401k-plan

> Mackenzie Ventures, LLC's 401(k) plan: 155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/scandh-attest-services-pc) — 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|

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