Plan Snapshot
- Plan Sponsor: Johnson Brothers Liquor Company
- Sponsor EIN: 410810551
- Sponsor Address: 1999 SHEPARD ROAD, ST. PAUL, MN, 55116
- Plan Type: 401(k)
- Total Participants: 3,551
- Total Assets: $337.3M
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 | 3,551 | $337.3M | $5.2M | $23.8M |
| 2023 | 3,577 | $298.8M | $5.1M | $23.0M |
| 2022 | 3,375 | $258.7M | $4.8M | $21.2M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US 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 | $243,783 | $30,912 | $203,802 | — | — |
| 2023 | $233,268 | $29,897 | $186,821 | — | — |
| 2022 | $269,412 | $29,646 | $181,801 | — | $57,965 |