Plan Snapshot
- Plan Sponsor: Johnson Outdoors INC.
- Sponsor EIN: 391536083
- Sponsor Address: 555 MAIN STREET, RACINE, WI, 534031000
- Plan Type: 401(k)
- Total Participants: 959
- Total Assets: $172.2M
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 | 959 | $172.2M | $2.9M | $7.6M |
| 2023 | 1,097 | $173.1M | $3.5M | $7.5M |
| 2022 | 1,224 | $152.1M | $4.3M | $6.7M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $82,909 | — | $82,909 |
| FRANCIS LLC | Investment Advisor | $60,000 | — | $60,000 |
| T ROWE PRICE RPS INC | Other Service Provider | $27,131 | — | $27,131 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- FRANCIS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $170,040
- Estimated Expense Ratio: 0.099% 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 | $170,040 | $60,000 | — | — | — |
| 2023 | $207,753 | $60,000 | — | — | — |
| 2022 | $227,806 | — | — | — | $62,500 |