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Original filing (PDF)20251001081716NAL0012934689001
JOHNSON REAL ESTATE INVESTORS, LLC.
Form 5500
FILING_RECEIVED
JOHNSON REAL ESTATE INVESTORS, LLC. 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
540
Accounts w/ balance
712
Plan assets (EOY)
$30.2M
Net assets (EOY)
$30.2M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: RELIANCE METLIFE SERIES 25053 CL 0 (no filing on disk)]" is 100% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHNSON REAL ESTATE INVESTORS, LLC..
Plan sponsor
Name
JOHNSON REAL ESTATE INVESTORS, LLC.
EIN
04-2540540
Address
67 HUNT STREET, SUITE 206 · AGAWAM, MA · 01001
Phone
(413) 781-0712
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MEYERS BROTHERS KALICKA PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $71K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $34K | — |
Investments
1 pooled fund· $2.6M(9% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RELIANCE METLIFE SERIES 25053 CL 0 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $2.6M | 8.5% |