Plan Snapshot
- Plan Sponsor: Johnson Architectural Metal Company
- Sponsor EIN: 581452165
- Sponsor Address: 2160 KINGSTON COURT, MARIETTA, GA, 30067
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $13.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 117 | $13.0M | $273,209 | $604,781 |
| 2023 | 110 | $12.8M | $143,455 | $717,514 |
| 2022 | 190 | $8.7M | $50,734 | $681,083 |
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 |
|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | Investment Advisor | $20,053 | — | $20,053 |
| CBIZ BENEFITS & INS SERVICES INC. | Other Service Provider | $14,862 | — | $14,862 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $10,663 | — | $10,663 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,578
- Estimated Expense Ratio: 0.351% 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 |
|---|---|---|---|---|---|
| 2024 | $47,888 | — | $41,014 | — | — |
| 2023 | $39,642 | — | $42,163 | — | — |
| 2022 | $37,084 | — | $37,084 | — | — |