Plan Snapshot
- Plan Sponsor: A. J. Johns, INC.
- Sponsor EIN: 591289863
- Sponsor Address: 3225 ANNISTON ROAD, JACKSONVILLE, FL, 322463696
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 153
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 153 | $4.9M | $0 | $0 |
| 2024 | 133 | $4.1M | $116,854 | $247,593 |
| 2023 | 124 | $4.7M | $105,535 | $221,066 |
| 2022 | 132 | $4.6M | $105,396 | $218,461 |
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 |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | Other Service Provider | $9,594 | — | $9,594 |
| JPMORGAN INVEST HOLDINGS LLC | Recordkeeper | $6,639 | — | $6,639 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,233
- Estimated Expense Ratio: 0.335% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $265,551 | $9,594 | — | — | — |
| 2024 | $55,448 | $14,199 | $23,249 | — | — |
| 2023 | $47,152 | $13,705 | $22,447 | — | — |
| 2022 | $36,381 | $13,757 | $22,624 | — | — |