Plan Snapshot
- Plan Sponsor: Ac Johnston Ltd.
- Sponsor EIN: 363156433
- Sponsor Address: 1401 N SECOND ST, ROCKFORD, IL, 61107
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $23.3M
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 | 103 | $23.3M | $29,890 | $143,051 |
| 2023 | 10 | $23.9M | $31,446 | $173,157 |
| 2022 | 11 | $20.4M | $34,275 | $180,670 |
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 |
|---|---|---|---|---|
| SMITH HOWARD PC | Auditor | — | — | $0 |
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 | $24,828 | — | — | — | — |
| 2023 | $21,885 | — | — | — | — |
| 2022 | $25,140 | — | — | — | — |