Mackenzie Group, Inc 401(k) Plan: Login, Facts & Contact Information

Mackenzie Group, Inc 401(k) Plan Facts

Plan name
MACKENZIE GROUP INC DBA THE HAYES APPROACH 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MACKENZIE GROUP, INC
Participants
9 (9 active employees)
Plan assets
$615,982 at Dec 31, 2024
Average account balance
$55,998 across 11 accounts
Employer contributions
$36,606 in plan year 2024 (24% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2019
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Apr 12, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $151,002 went into the plan in contributions, $36,606 of it from the employer (24%).
  • Investment and other income added $57,239.

How the Mackenzie Group, Inc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20190$13,589$4,983$0
20207$71,854$14,828$0
20218$150,661$14,700$5,024
20228$226,179$18,033$0
202310$408,629$32,725$1,093
20249$615,982$36,606$0

Mackenzie Group, Inc 401(k) Contact Information

Phone
864-509-7496
Mailing address
319 GARLINGTON SUITE B-3, GREENVILLE SC 29615
Plan sponsor
MACKENZIE GROUP, INC
Plan administrator
GUIDELINE RK, LLC
Employer identification number (EIN)
20-8900748
Plan number
001

Questions about the Mackenzie Group, Inc 401(k)

Does Mackenzie Group, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $36,606, 24% of all contributions.

Does the Mackenzie Group, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Mackenzie Group, Inc 401(k) plan?

9 participants at the start of plan year 2024, 9 of them active employees.

What is the average 401(k) balance at Mackenzie Group, Inc?

About $55,998 per account: $615,982 in plan assets across 11 accounts with a balance at the end of plan year 2024.

Who manages the Mackenzie Group, Inc 401(k) accounts?

Guideline is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Mackenzie Group, Inc. How do I access my 401(k)?

Your account stays with Guideline after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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