How big is Johnston Investments, LLC's plan?

Johnston Investments, LLC's plan reported $281K in assets and 12 participants for 2025.

Original filing (PDF)20260427220948NAL0005080675052

Johnston Investments, LLC

Name: Johnston Investments, LLC — Johnston Investments, Form 5500 (2025)
Creator: Johnston Investments, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Johnston Investments 401(k) Plan

401(k) retirement plan · Johnston Investments, LLC's Johnston Investments 401(k) Plan held $281K in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$281K

Net assets (EOY)

$281K

People on this filing

Elantha Barry signed Johnston Investments, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Johnston Investments, LLC's EIN is 38-4101036.

EIN 38-4101036

Plan number 001

Plan year 2025

ACK ID 20260427220948NAL0005080675052

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Johnston Investments, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Johnston Investments, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHNSTON INVESTMENTS, LLC.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

JOHNSTON INVESTMENTS, LLC

EIN

all filings

Address

1084 NORTH EL CAMINO REAL · B140 · ENCINITAS, CA · 92024

Phone

(720) 651-0071

Industry

Finance & Insurance

Plan administrator