Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK11+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $6,492 |
13 funds of $250K or more; 18 lines in all, holding $25.6M of the plan's $26.1M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Retirement Blend, mutual fund, 90% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Mutual fund Target-date, 12 vintages | $23.1M | 90.0% |
| Empower Guaranteed Income Fund Empower · Insurance contract | $1.2M | 4.6% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $377K | 1.5% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $287K | 1.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $283K | 1.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $83K | 0.3% |
| Large Cap Growth / Jennison Fund Prudential (PGIM) · Separate account | $82K | 0.3% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $64K | 0.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $39K | 0.2% |
| The Hartford International Value Fund Class R6 Hartford Funds · Mutual fund | $35K | 0.1% |
Dropped 11 funds, likely replaced 2 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchVanguard Target Retirement 2035 Fund Investor Shares to T. Rowe Price Retirement Blend 2035 Fund | $6.1M to $22.8M |
| DroppedAmerican Income Fund America - R6 | $2.6M |
| DroppedHarbor Capital Appreciation Fund | $2.0M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.