Plan Snapshot
- Plan Sponsor: Johnson Matthey INC.
- Sponsor EIN: 230411710
- Sponsor Address: 435 DEVON PARK DRIVE, SUITE 600, WAYNE, PA, 190871998
- Plan Type: 401(k)
- Total Participants: 396
- Total Assets: $44.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 396 | $44.5M | $1.1M | $1.9M |
| 2023 | 441 | $41.4M | $968,581 | $1.9M |
| 2022 | 407 | $36.1M | $810,734 | $1.7M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $21,119 | — | $21,119 |
| MERCER | NONE | $16,640 | — | $16,640 |
| BDO USA, P.C. | NONE | $15,000 | — | $15,000 |
| FINANCIAL ENGINES | NONE | $10,264 | — | $10,264 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,023
- Estimated Expense Ratio: 0.142% 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 | $66,617 | $13,158 | $16,640 | $15,000 | — |
| 2023 | $67,004 | $14,893 | $10,643 | $11,261 | — |
| 2022 | $65,433 | $15,993 | — | — | $25,511 |