Plan Snapshot
- Plan Sponsor: Johnson Electric North America Holding INC.
- Sponsor EIN: 980208105
- Sponsor Address: 801 SCHOLZ DRIVE, VANDALIA, OH, 45377
- Plan Type: 401(k)
- Total Participants: 801
- Total Assets: $79.8M
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 | 801 | $79.8M | $1.6M | $4.1M |
| 2023 | 877 | $71.1M | $1.6M | $4.0M |
| 2022 | 781 | $61.8M | $1.4M | $3.5M |
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 |
|---|---|---|---|---|
| MILLIMAN, INC. | NONE | $99,768 | — | $99,768 |
| CAPITAL FINANCIAL PARTNERS | NONE | $79,799 | — | $79,799 |
| CHARLES SCHWAB BANK | NONE | $20,732 | — | $20,732 |
| BARNES DENNING & CO. LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — NONE
- CHARLES SCHWAB BANK — NONE
- BARNES DENNING & CO. LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $200,299
- Estimated Expense Ratio: 0.251% 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 | $200,299 | $79,799 | — | — | — |
| 2023 | $177,321 | $50,360 | $108,252 | — | — |
| 2022 | $192,600 | — | — | — | $192,600 |