Plan Snapshot
- Plan Sponsor: Johnson Screens, INC.
- Sponsor EIN: 330764792
- Sponsor Address: 1950 OLD HIGHWAY 8 NW, NEW BRIGHTON, MN, 55112
- Plan Type: 401(k)
- Total Participants: 415
- Total Assets: $34.1M
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 | 415 | $34.1M | $1.1M | $2.1M |
| 2023 | 370 | $34.5M | $1.1M | $2.1M |
| 2022 | 327 | $31.0M | $988,074 | $1.9M |
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 |
|---|---|---|---|---|
| ABBEY STREET LLC | ADVISOR | $70,412 | — | $70,412 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $46,063 | — | $46,063 |
| OLSEN THIELEN & CO. LTD. | ACCOUNTANT/AUDITOR | $17,500 | — | $17,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- OLSEN THIELEN & CO. LTD. — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $133,975
- Estimated Expense Ratio: 0.393% 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 | $133,975 | $70,412 | — | $17,500 | — |
| 2023 | $132,555 | $68,430 | $600 | $16,500 | — |
| 2022 | $142,638 | — | — | — | — |