Plan Snapshot
- Plan Sponsor: Johnson Financial Group, INC.
- Sponsor EIN: 391629756
- Sponsor Address: 555 MAIN STREET SUITE 280, RACINE, WI, 534034615
- Plan Type: Health & Welfare
- Plan Number: 508
- Total Participants: 383
- Total Assets: $16.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 383 | $16.3M | $299,188 | $0 |
| 2023 | 415 | $15.8M | $352,872 | $860,208 |
| 2022 | 502 | $13.9M | $180,872 | $951,383 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $30,394 | — | $30,394 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,394
- Estimated Expense Ratio: 0.187% 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 | $30,394 | — | $30,394 | — | — |
| 2023 | $88,747 | $9,561 | $48,366 | — | — |
| 2022 | $80,212 | $9,402 | $30,974 | — | — |