MACKENZIE HUGHES LLP RETIREMENT PLAN AND TRUST

[ EIN: 01-0690915 | Plan No. 001 ]

Form 5500 filing classifies MACKENZIE HUGHES LLP RETIREMENT PLAN AND TRUST as a 401(k) plan, sponsored by MACKENZIE HUGHES LLP. The plan is a Small Plan with 80 participants and total assets of $27,511,546 reported for the 2024 plan year.


Plan Sponsor: MACKENZIE HUGHES LLP

Location: 440 SOUTH WARREN STREET, SUITE 400, SYRACUSE, NY 13202

EIN: 010690915

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 80

Total Assets: $27,511,546


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