What public Form 5500 filings show about the Johnson Financial Group, Inc. 401(k) plan — and how to find and check your own account.
Johnson Financial Group, Inc. (EIN 39-1629756) reports JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN on its most recent Form 5500, with $278.6M in plan assets across 893 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Johnson Financial Group, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Johnson Financial Group, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAPFINANCIAL PARTNERS, EMPOWER ANNUITY INSURANCE.
