Plan Snapshot
- Plan Sponsor: Ef Johnson Company
- Sponsor EIN: 410736849
- Sponsor Address: 1440 CORPORATE DRIVE, IRVING, TX, 75038
- Plan Type: 401(k)
- Total Participants: 196
- Total Assets: $31.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 196 | $31.1M | $636,010 | $1.8M |
| 2023 | 178 | $27.4M | $431,196 | $1.5M |
| 2022 | 140 | $23.2M | $370,933 | $1.3M |
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 |
|---|---|---|---|---|
| FORVIS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS, LLP — 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 | $161,157 | $70,383 | — | — | — |
| 2023 | $93,301 | $60,667 | $32,634 | — | — |
| 2022 | $90,450 | $58,630 | $31,260 | — | $560 |