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Original filing (PDF)20250923142546NAL0002606675001
JOHNSON & QUIN, INC.
Form 5500
FILING_RECEIVED
JOHNSON & QUIN, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
99
Accounts w/ balance
112
Plan assets (EOY)
$12.4M
Net assets (EOY)
$12.4M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 63% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHNSON & QUIN, INC..
Plan sponsor
Name
JOHNSON & QUIN, INC.
EIN
36-2249473
Address
7460 N. LEHIGH AVENUE · NILES, IL · 60714
Phone
(920) 265-3787
Industry
Manufacturingsee 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
2025-09-23
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPECTRUM INVESTMENT ADVISORS INC | — | MEQUON, WI | NONE | $43K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $16K | — |
Investments
28 direct securities · 1 pooled fund· $12.0M(97% 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
$11.2M
28 holdings
Common Collective Trust
$805K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $1.5M | 12.5% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $1.1M | 8.8% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.1M | 8.6% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.0M | 8.2% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $805K | 6.5% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $645K | 5.2% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $580K | 4.7% | |
| American Funds EuroPacific Gr R6 American Funds 0 | — | — | — | $552K | 4.4% | |
| Fidelity Strategic Income Fund Fidelity 0 | — | — | — | $542K | 4.4% | |
| Vanguard Wellesley Income Adm Vanguard 0 | — | — | — | $533K | 4.3% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $486K | 3.9% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $411K | 3.3% | |
| American Funds Capital Inc Bldr R6 American Funds 0 | — | — | — | $405K | 3.3% | |
| Janus Henderson Enterprise I Janus Henderson 0 | — | — | — | $317K | 2.6% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $294K | 2.4% | |
| T Rowe Price Int US Sm-Cap Grth Eqty Inv T Rowe Price 0 | — | — | — | $287K | 2.3% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $273K | 2.2% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $247K | 2.0% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $206K | 1.7% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $176K | 1.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $162K | 1.3% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $143K | 1.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $103K | 0.8% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $55K | 0.4% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $47K | 0.4% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $23K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 249 Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $12K | 0.1% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $4K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $3K | <0.1% |