Plan Snapshot
- Plan Sponsor: Johnson Real Estate Investors, LLC.
- Sponsor EIN: 042540540
- Sponsor Address: 67 HUNT STREET, SUITE 206, AGAWAM, MA, 01001
- Plan Type: 401(k)
- Total Participants: 540
- Total Assets: $30.2M
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 | 540 | $30.2M | $540,245 | $2.0M |
| 2023 | 597 | $27.6M | $564,734 | $1.9M |
| 2022 | 600 | $23.3M | $482,964 | $1.6M |
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 |
|---|---|---|---|---|
| MEYERS BROTHERS KALICKA PC | Auditor | — | — | $0 |
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 | $104,852 | $33,945 | — | — | — |
| 2023 | $96,147 | $33,328 | — | — | — |
| 2022 | $96,203 | $34,994 | $61,209 | — | — |