Plan Snapshot
- Plan Sponsor: Johnson Storage & Moving Company Holding LLC
- Sponsor EIN: 830313972
- Sponsor Address: 7009 S JORDAN RD, CENTENNIAL, CO, 80112
- Plan Type: 401(k)
- Total Participants: 236
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 236 | $2.6M | $0 | $597,516 |
| 2023 | 186 | $1.9M | $0 | $560,270 |
| 2022 | 185 | $1.1M | $0 | $468,375 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | $25,400 | — | $25,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,400
- Estimated Expense Ratio: 0.973% 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 | $25,400 | — | — | $25,400 | — |
| 2023 | $17,626 | — | $8,188 | — | — |
| 2022 | $19,096 | $6,581 | $12,515 | — | — |