Original filing (PDF)20251018121729NAL0004370371001

Johnson, O'HARE Company, Inc.

Name: Johnson, O'HARE Company, Inc. — Johnson, O'HARE, Form 5500 (2024)
Creator: Johnson, O'HARE Company, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Johnson, O'HARE Company 401(k) Plan

401(k) retirement plan · Johnson, O'HARE Company, Inc.'s Johnson, O'HARE Company 401(k) Plan held $51.1M in plan assets for 552 participants in 2024, with Fidelity as recordkeeper.

Active participants

552

Accounts w/ balance

543

Plan assets (EOY)

$51.1M

Net assets (EOY)

$51.1M

How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (18th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHNSON, O'HARE COMPANY, INC..

Plan sponsor

Name

JOHNSON, O'HARE COMPANY, INC.

EIN

04-2255378all filings

Address

ONE PROGRESS ROAD · BILLERICA, MA · 01821

Phone

(978) 663-9000

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-18

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS LLP

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$27K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES & ASSOCIATES INC	59-1237041	—	ADVISOR	$99K	—

Investments

31 direct securities· $51.1M(100% of reported assets)

Mutual Funds

$41.5M

21 holdings

Common Collective Trusts

$5.4M

5 holdings

Other securities

$4.2M

5 holdings

					% of plan
Fidelity Advisor Freedom 2030 Fund Class Z	Mutual Funds	—	—	$6.7M	13.1%
Fidelity Advisor Freedom 2025 Fund Class Z	Mutual Funds	—	—	$5.5M	10.8%
Fidelity Advisor Freedom 2035 Fund Class Z	Mutual Funds	—	—	$5.2M	10.1%
Fidelity Advisor Freedom 2020 Fund Class Z	Mutual Funds	—	—	$4.2M	8.2%
Fidelity Advisor Freedom 2015 Fund Class Z	Mutual Funds	—	—	$3.8M	7.4%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$2.6M	5.1%
Fidelity Advisor Freedom 2050 Fund Class Z	Mutual Funds	—	—	$2.4M	4.7%
Fidelity Advisor Freedom 2055 Fund Class Z	Mutual Funds	—	—	$2.2M	4.4%
Fidelity Large Cap Growth Index Fund	Common Collective Trusts	—	—	$2.0M	3.9%
Fidelity Advisor Freedom 2040 Fund Class Z	Mutual Funds	—	—	$1.6M	3.0%
Blackrock Equity Dividend Fund Institutional Shares	Other securities	—	—	$1.5M	2.8%
s * American Century Heritage Fund R6 Class	Mutual Funds	—	—	$1.4M	2.8%
Janus Henderson Balanced Fund Class T	Mutual Funds	—	—	$1.4M	2.7%
NYLI Winslow Large Cap Growth Class I	Other securities	—	—	$1.1M	2.1%
Money Market Fund * Fidelity Government Money Market Fund Class K6	Mutual Funds	—	—	$1.1M	2.1%
Fidelity Advisor Freedom Retirement Fund Class Z	Mutual Funds	—	—	$974K	1.9%
MFS Value Fund Class R4	Mutual Funds	—	—	$940K	1.8%
Fidelity Advisor Freedom 2045 Fund Class Z	Mutual Funds	—	—	$898K	1.8%
Fidelity Advisor Small Cap Value Fund Class I	Mutual Funds	—	—	$678K	1.3%
Fidelity Advisor Strategic Income Fund Class I	Mutual Funds	—	—	$673K	1.3%
Baird Aggregate Bond Fund Class Institutional	Other securities	—	—	$612K	1.2%
Fidelity Advisor Freedom 2010 Fund Class Z	Mutual Funds	—	—	$555K	1.1%
and maturing through November 2028	Other securities	—	—	$534K	1.0%
NYLI MacKay High Yield Corporate Bond Class I	Other securities	—	—	$515K	1.0%
Fidelity Advisor Focused Emerging Markets Fund Class I	Mutual Funds	—	—	$478K	0.9%
American Funds SMALLCAP World Fund Class R-6	Mutual Funds	—	—	$413K	0.8%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$364K	0.7%
Fidelity Advisor Freedom 2060 Fund Class Z	Mutual Funds	—	—	$351K	0.7%
Fidelity International Index Fund	Common Collective Trusts	—	—	$292K	0.6%
Fidelity Emerging Markets Index Fund	Common Collective Trusts	—	—	$117K	0.2%
Fidelity Advisor Freedom 2065 Fund Class Z	Mutual Funds	—	—	$100K	0.2%