# Johnson Service Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/johnson-service-group-inc-401k-plan-001

> Johnson Service Group, INC.'s 401(k) plan: 2,096 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Johnson Service Group, INC.

- **Sponsor EIN:** 363321537

- **Sponsor Address:** ONE E. OAK HILL DRIVE, WESTMONT, IL, 60559

- **Plan Type:** 401(k)

- **Total Participants:** 2,096

- **Total Assets:** $17.7M

## 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|2,096|$17.7M|$0|$2.7M|

| 2023|1,989|$15.2M|$0|$2.8M|

| 2022|2,118|$12.4M|$0|$2.9M|

## 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|

| OSAIC WEALTH INC|ADVISOR|—|$29,667|$29,667|

| WOODBURY FINANCIAL SERVICES INC|ADVISOR|—|$9,040|$9,040|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$7,759|—|$7,759|

| FORVIS MAZARS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [OSAIC WEALTH INC](https://planprovider.pro/provider/royal-alliance-associates-inc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FORVIS MAZARS LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $46,466

- **Estimated Expense Ratio:** 0.262% 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|$7,759|—|—|—|—|

| 2023|$10,014|—|—|—|—|

| 2022|$6,845|—|—|—|—|

## Similar Plans

- [Baxter Healthcare Of Puerto Rico LLC](https://planprovider.pro/companies/baxter-healthcare-of-puerto-rico-llc-401k-plan) — 2,026 participants

- [Cc Services, INC.](https://planprovider.pro/companies/cc-services-inc-plan-334) — 2,424 participants

- [Brown & Joseph, LLC](https://planprovider.pro/companies/brown-joseph-llc-401k-plan) — 1,561 participants

- [Baxter International INC.](https://planprovider.pro/companies/baxter-international-inc-plan-003) — 1,522 participants

- [Kay And Associates, INC.](https://planprovider.pro/companies/kay-and-associates-inc-401k-plan) — 1,368 participants

- [Blue Cross And Blue Shield Association](https://planprovider.pro/companies/blue-cross-and-blue-shield-association-401k-plan) — 1,214 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/johnson-service-group-inc-401k-plan-001)

© 2026 PlanProvider.Pro