Plan Snapshot
- Plan Sponsor: Johnson Motor Sales, INC.
- Sponsor EIN: 390379660
- Sponsor Address: 620 DEERE DRIVE, NEW RICHMOND, WI, 54017
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $6.7M
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 | 199 | $6.7M | $72,775 | $585,824 |
| 2023 | 174 | $6.0M | $66,067 | $531,544 |
| 2022 | 214 | $5.0M | $75,945 | $565,151 |
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 |
|---|---|---|---|---|
| WOODWARD & ASSOCIATES, INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WOODWARD & ASSOCIATES, INC — 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 | $35,431 | $21,679 | — | — | — |
| 2023 | $30,547 | $18,449 | — | — | — |
| 2022 | $30,481 | $17,883 | $12,598 | — | — |