# Johnson Investment Counsel, INC. 401(k) Plan
Source: https://planprovider.pro/companies/johnson-investment-counsel-inc-401k-plan

> Johnson Investment Counsel, INC.'s 401(k) plan: 150 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Johnson Investment Counsel, INC.

- **Sponsor EIN:** 311801770

- **Sponsor Address:** 3777 WEST FORK ROAD, CINCINNATI, OH, 45247

- **Plan Type:** 401(k)

- **Total Participants:** 150

- **Total Assets:** $88.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|150|$88.1M|$3.7M|$1.5M|

| 2023|145|$76.7M|$3.4M|$1.4M|

| 2022|141|$62.5M|$3.1M|$1.3M|

## 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|

| DEAN DORTON ALLEN FORD PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DEAN DORTON ALLEN FORD PLLC](https://planprovider.pro/provider/dean-dorton-allen-ford-pllc) — 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|$41,347|—|—|—|—|

| 2023|$24,047|—|—|—|—|

| 2022|$23,406|—|$23,406|—|—|

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