Plan Snapshot
- Plan Sponsor: S.C. Johnson & Son, INC.
- Sponsor EIN: 390379990
- Sponsor Address: 1525 HOWE STREET, RACINE, WI, 53403
- Plan Type: 401(k)
- Total Participants: 3,242
- Total Assets: $1.7B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 3,242 | $1.7B | $41.8M | $40.7M |
| 2023 | 3,310 | $1.6B | $37.9M | $38.2M |
| 2022 | 3,171 | $1.4B | $39.0M | $35.6M |
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 |
|---|---|---|---|---|
| BAKERTILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKERTILLY US, LLP — Auditor
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 | $1,113,448 | $985,553 | $300 | — | — |
| 2023 | $1,033,273 | $885,154 | — | — | — |
| 2022 | $1,130,269 | $395,265 | — | — | — |