Plan Snapshot
- Plan Sponsor: Johnson Heater Corp.
- Sponsor EIN: 431497593
- Sponsor Address: 11880 DORSETT RD, MARYLAND HEIGHTS, MO, 63043
- Plan Type: 401(k)
- Total Participants: 284
- Total Assets: $8.1M
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. |
|---|---|---|---|---|
| 2025 | 284 | $8.1M | $0 | $0 |
| 2024 | 305 | $6.8M | $292,505 | $837,948 |
| 2023 | 247 | $6.4M | $98,276 | $659,463 |
| 2022 | 193 | $4.9M | $111,553 | $530,859 |
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 |
|---|---|---|---|---|
| A.C EVANS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- A.C EVANS LLC — 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 |
|---|---|---|---|---|---|
| 2025 | $13,637 | $8,520 | $5,117 | — | — |
| 2024 | $12,005 | $7,827 | $4,178 | — | — |
| 2023 | $9,658 | $7,042 | $2,616 | — | — |
| 2022 | $8,207 | $6,205 | $2,002 | — | — |