Retirement plan

GAMBER-JOHNSON, LLC 401(K) PLAN

Name: GAMBER-JOHNSON, LLC - GAMBER-JOHNSON, LLC 401(K) PLAN (2021) Form 5500
Creator: GAMBER-JOHNSON, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GAMBER-JOHNSON, LLC 401(K) PLAN, GAMBER-JOHNSON, LLC

GAMBER-JOHNSON, LLCEIN 39-1980361Plan #002PY 2021

5001 JOERNS DRIVE - STEVENS POINT, WI 54481715-344-3482gamberjohnson.comLinkedIn201-500 employeesconsumer goods

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5.9M

+44.9% from 2020

Total participants

159

+40.7% from 2020

Average account balance

$44,785

+10.6% from 2020

Annual return

28.15%

+7.56 pp from 2020

Benchmarks

See 4,054 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,054 peers

Snapshot2021

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$10.34M

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

238

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.

69.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.78M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+17.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$174

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

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
ASSOCIATED TRUST COMPANY, N.A.1 year Service code 15 · EIN 30-0219031	Recordkeeping	$33,562

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all 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.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$34K

$240 / participant

Investment mgmt$33K97.1%
Other / not subdivided$9872.9%

% of EOY assets

0.572%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: VRAKAS SC
Auditor EIN: 391453055
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$44,785

$84,936-47.3%

$111,308-59.8%

$79,391-43.6%

Participation rate

80.0%

75.9%+4.1pp

77.3%+2.7pp

70.7%+9.3pp

Annual return

28.15%

17.45%+10.7pp

54.67%-26.5pp

116.88%-88.7pp

Employer contribution / active EE

$2,196

$1,979+11.0%

$2,732-19.6%

$2,428-9.5%

Participant deferral / active EE

$4,372

$3,888+12.4%

$4,487-2.6%

$4,046+8.1%

Admin fee / account holder

$256

$537-52.3%

$7,965-96.8%

$627-59.1%

Provider

Service type

Compensation

ASSOCIATED TRUST COMPANY, N.A.1 year

Service code 15 · EIN 30-0219031

Recordkeeping

$33,562

GAMBER-JOHNSON, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GAMBER-JOHNSON, LLC 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