Original filing (PDF)20250804140029NAL0001239952001

JOHNSON KELAND MANAGEMENT, INC.

Name: JOHNSON KELAND MANAGEMENT, INC. — JOHNSON KELAND MANAGEMENT, INC. EMPLOYEE SAVINGS PLAN, Form 5500 (2024)
Creator: JOHNSON KELAND MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

JOHNSON KELAND MANAGEMENT, INC. EMPLOYEE SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.3M

Net assets (EOY)

$15.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHNSON KELAND MANAGEMENT, INC..

Plan sponsor

Name

JOHNSON KELAND MANAGEMENT, INC.

EIN

39-1257967

Address

555 MAIN STREET · SUITE 250 · RACINE, WI · 53403

Phone

(262) 260-4041

Industry

Professional & Technical Servicessee 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

2025-08-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

FS FIDUCIARY SERVICES, LLC

FS FIDUCIARY SERVICES, LLC 401(K) PLAN

$15.3M · 12 participants

GELFAND, RENNERT & FELDMAN, LLC

GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN

$15.3M · 385 participants

MERRICK MANAGEMENT, INC.

MERRICK MANAGEMENT, INC PROFIT SHARING PLAN

$15.7M · 53 participants

ASSOCIATED PENSION CONSULTANTS LLC

ASSOCIATED PENSION CONSULTANTS 401(K) PROFIT SHARING PLAN

$15.7M · 83 participants

NEWPORT GROUP, INC.

ADVANTAGE POOLED EMPLOYER PLAN AN ARGENT SOLUTION