Back to filter
Original filing (PDF)20251010180007NAL0004844403001
JOHNSON ATTORNEYS GROUP, INC.
Form 5500-SF
FILING_RECEIVED
JOHNSON ATTORNEYS GROUP, INC. RETIREMENT PLAN
Defined-benefit pension plan
Active participants
6
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHNSON ATTORNEYS GROUP, INC..
Plan sponsor
Name
JOHNSON ATTORNEYS GROUP, INC.
EIN
27-3540119
Address
100 BAYVIEW CIRCLE STE 5100 · NEWPORT BEACH, CA · 92660
Phone
(949) 566-8300
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
2025-10-10
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size All Other Professional Services plans
EM COMMODITIES INC
EM COMMODITIES INC CASH BALANCE PLAN
$1.2M · 4 participants
NESPON INC.
NESPON, INC. CASH BALANCE PLAN
$1.2M · 13 participants
MB ACTUARIAL SERVICES
MB ACTUARIAL SERVICES 401(K) PROFIT SHARING PLAN
$1.2M · 4 participants
NATIONAL ASSOCIATION OF STATE
NATIONAL ASSOCIATION OF STATE 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 10 participants
ONENESS INC.
WINGS PLUS INC. RETIREMENT PLAN
$1.2M · 2 participants
HALFPENNY MANAGEMENT COMPANY
HALFPENNY MANAGEMENT COMPANY 401K PROFIT SHARING PLAN
$1.2M · 30 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B