# Johnson Electric North America Holding INC. 401(k) Plan
Source: https://planprovider.pro/companies/johnson-electric-north-america-holding-inc-401k-plan

> Johnson Electric North America Holding INC.'s 401(k) plan: 801 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/milliman) — NONE

- [CHARLES SCHWAB BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BARNES DENNING & CO. LTD](https://planprovider.pro/provider/barnes-dennig-and-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|

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