Plan Snapshot
- Plan Sponsor: Johnsonville, LLC
- Sponsor EIN: 391982994
- Sponsor Address: N6928 JOHNSONVILLE WAY, SHEBOYGAN FALLS, WI, 53085
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3,677
- Total Assets: $339.6M
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. |
|---|---|---|---|---|
| 2025 | 3,677 | $339.6M | $0 | $0 |
| 2024 | 2,632 | $323.7M | $10.8M | $14.6M |
| 2023 | 2,000 | $301.7M | $9.3M | $12.9M |
| 2022 | 1,901 | $248.1M | $8.6M | $12.0M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Other Service Provider | $283,324 | — | $283,324 |
| FRANCIS LLC | Other Service Provider | $186,526 | — | $186,526 |
| VANGUARD ADVISERS INC. | Other Service Provider | $118,012 | — | $118,012 |
| T ROWE PRICE RPS INC | Other Service Provider | $11,740 | — | $11,740 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $599,602
- Estimated Expense Ratio: 0.177% 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 |
|---|---|---|---|---|---|
| 2025 | $60,521,928 | $303,014 | — | — | — |
| 2024 | $361,162 | — | — | — | — |
| 2023 | $196,256 | — | — | — | — |
| 2022 | $193,601 | — | — | — | — |