Retirement plan

JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN

Name: JOHNSON & JORDAN, INC. - JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN (2024) Form 5500
Creator: JOHNSON & JORDAN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN, JOHNSON & JORDAN, INC.

JOHNSON & JORDAN, INC.EIN 01-0466450Plan #003PY 2024

18 MUSSEY ROAD - SCARBOROUGH, ME 040749553207-883-8345johnsonandjordan.comLinkedIn201-500 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$63.1M

+51.2% from 2023

Total participants

368

-10.9% from 2023

Average account balance

$182,831

+67.8% from 2023

Annual return

48.51%

+25.83 pp from 2023

Benchmarks

See 1,565 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort1,565 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$71.08M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$198K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

359

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

90.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.71M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.92%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$301

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 8-year trajectory. $4.99 for your first month.

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
AMERIPRISE FINANCIAL SERVICES INC1 year Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 27 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474	Advisory (Plan)	$41,892
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618	Recordkeeping Fees	$27,756
OSAIC WEALTH INC1 year Filed as: OSAIC INSTITUTIONS INC Service code 27 538 PRESTON AVE · MERIDEN, CT 064504858	Advisory (Plan)	$12,211
TRANSITION FINANCE STRATEGIES, LLC6 years Filed as: TRANSITION FINANCE STRATEGIES Service code 13 154 HANSEN RD SUITE 102 · CHARLOTTESVILLE, VA 22911	Contract Administrator	$10,265

Plan features & details

Pension benefit codes2E2F2H2J2K2P2Q2S2T3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$92K

$304 / participant

Recordkeeping$28K30.2%
Investment mgmt$54K58.6%
Contract admin$10K11.2%

% of EOY assets

0.145%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: LAUREN COREY CONSULTING, LLC
Auditor EIN: 472806175
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$182,831

$82,917+120.5%

$103,333+76.9%

$77,643+135.5%

Participation rate

92.4%

71.6%+20.8pp

74.5%+17.9pp

70.6%+21.8pp

Annual return

48.51%

19.13%+29.4pp

24.88%+23.6pp

31.24%+17.3pp

Employer contribution / active EE

$1,948

$3,552-45.2%

$3,868-49.6%

$2,726-28.5%

Participant deferral / active EE

$5,763

$4,108+40.3%

$5,057+14.0%

$4,647+24.0%

Admin fee / account holder

$266

$638-58.3%

$8,355-96.8%

$430-38.2%

Provider

Service type

Compensation

AMERIPRISE FINANCIAL SERVICES INC1 year

Filed as: AMERIPRISE FINANCIAL SERVICES LLC

Service code 27

70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474

Advisory (Plan)

$41,892

AMERICAN FUNDS6 years

Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI

Service code 64

6455 IRVINE CENTER DRIVE · IRVINE, CA 92618

Recordkeeping Fees

$27,756

OSAIC WEALTH INC1 year

Filed as: OSAIC INSTITUTIONS INC

Service code 27

538 PRESTON AVE · MERIDEN, CT 064504858

Advisory (Plan)

$12,211

TRANSITION FINANCE STRATEGIES, LLC6 years

Filed as: TRANSITION FINANCE STRATEGIES

Service code 13

154 HANSEN RD SUITE 102 · CHARLOTTESVILLE, VA 22911

Contract Administrator

$10,265

JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion