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Original filing (PDF)20251013143442NAL0002202032001
JOHNSON, KENDALL & JOHNSON, INC.
Form 5500
FILING_RECEIVED
JKJ SAVINGS PLAN
401(k) retirement plan
Active participants
129
Accounts w/ balance
136
Plan assets (EOY)
$28.9M
Net assets (EOY)
$28.9M
How this plan invests
This plan
10 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHNSON, KENDALL & JOHNSON, INC..
Plan sponsor
Name
JOHNSON, KENDALL & JOHNSON, INC.
EIN
23-1568259
Address
109 PHEASANT RUN RD · NEWTOWN, PA · 18940
Phone
(215) 968-6421
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
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
2025-10-13
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BELFINT, LYONS & SHUMAN, P.A.
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 | $36K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $18 | — |
Investments
15 direct securities · 10 pooled funds· $28.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$18.1M
15 holdings
Pooled Separate Account
$10.8M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $3.4M | 11.7% | |
| JPMorgan Large Cap Value R6 Mutual Fund | — | — | — | $3.1M | 10.6% | |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $3.0M | 10.4% | |
| Prudential IncomeFlex Select Growth Fund Variable Annuity ** 116 * Empower Guaranteed Income Fund Insurance General Account | — | — | — | $2.2M | 7.7% | |
| PGIM Total Return Bond Z Mutual Fund | — | — | — | $2.1M | 7.2% | |
| Victory Sycamore Established Value I Mutual Fund | — | — | — | $1.7M | 5.8% | |
| MFS International Intrinsic Value R4 Mutual Fund | — | — | — | $1.6M | 5.6% | |
| MFS Mid Cap Growth R6 Mutual Fund | — | — | — | $1.6M | 5.5% | |
| American Century Small Cap Growth R6 Mutual Fund | — | — | — | $1.5M | 5.1% | |
| CLEARBRIDGE INTNL GROWTH (IS PLATFO EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 842 | Pooled Separate Account | — | — | $1.3M | 4.6% | |
| American Funds New World R6 Mutual Fund | — | — | — | $1.3M | 4.4% | |
| AMCENTURY SMALL CAP VALUE (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 849 | Pooled Separate Account | — | — | $1.2M | 4.3% | |
| MFS International Diversification R4 Mutual Fund | — | — | — | $1.1M | 3.7% | |
| Columbia Overseas Value Instl 2 Mutual Fund | — | — | — | $834K | 2.9% | |
| INCOMEFLEX SELECT AGGRESSIVE GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 511 | Pooled Separate Account | — | — | $644K | 2.2% | |
| PGIM QUANT SOL MIDCAP INDX (IS PLTF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 833 | Pooled Separate Account | — | — | $489K | 1.7% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $427K | 1.5% | |
| INTERNATIONAL BOND PLUS / PIMCO FUN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 790 | Pooled Separate Account | — | — | $401K | 1.4% | |
| PGIM High Yield Z Mutual Fund | — | — | — | $233K | 0.8% | |
| Virtus Duff & Phelps Real Estate Sec R6 Mutual Fund | — | — | — | $215K | 0.7% | |
| PIMCO Real Return Instl Mutual Fund | — | — | — | $191K | 0.7% | |
| INCOMEFLEX SELECT BALANCED FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 513 | Pooled Separate Account | — | — | $159K | 0.6% | |
| Participant Loans Bearing interest at 4.25% - 9.50% - | — | — | — | $158K | 0.5% | |
| INCOMEFLEX SELECT CONSERVATIVE GROW EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 514 | Pooled Separate Account | — | — | $92K | 0.3% | |
| INCOMEFLEX SELECT GROWTH FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 512 | Pooled Separate Account | — | — | $116 | <0.1% |
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