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Original filing (PDF)20251015170211NAL0002673971001
JOHNSON OUTDOORS INC.
Form 5500
FILING_RECEIVED
JOHNSON OUTDOORS RETIREMENT AND SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
959
Accounts w/ balance
1,248
Plan assets (EOY)
$172.2M
Net assets (EOY)
$172.2M
How this plan invests
This plan
15 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHNSON OUTDOORS INC..
Plan sponsor
Name
JOHNSON OUTDOORS INC.
EIN
39-1536083
Address
555 MAIN STREET · SUITE 333 · RACINE, WI · 534031000
Phone
(262) 631-6690
Industry
All Other Professional Services· 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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | NONE | $83K | — |
| FRANCIS LLC | 90-0142264 | — | NONE | $60K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $27K | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | NONE | $0 | — |
Investments
10 direct securities · 15 pooled funds· $171.2M(99% 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.
Common Collective Trust
$89.2M
15 holdings
Uncategorized
$82.0M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Equity Growth Fund | — | — | — | $22.7M | 13.2% | |
| Vanguard Total Stock Market Index Fund | — | — | — | $19.8M | 11.5% | |
| TRP RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $17.4M | 10.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 732 | Common Collective Trust | — | — | $12.0M | 7.0% | |
| T.Rowe Price Institutional Small Cap Stock Fund * | — | — | — | $11.8M | 6.8% | |
| TRP RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $10.8M | 6.3% | |
| TRP RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $10.4M | 6.0% | |
| FMI Large Cap Fund | — | — | — | $8.6M | 5.0% | |
| TRP RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $8.0M | 4.7% | |
| TRP RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $7.4M | 4.3% | |
| American Funds Balanced Fund | — | — | — | $7.3M | 4.3% | |
| WILLIAM BLAIR INTL GR CLASS 2 GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 002 | Common Collective Trust | — | — | $7.3M | 4.2% | |
| TRP RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $7.1M | 4.1% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $4.5M | 2.6% | |
| TRP RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $4.2M | 2.4% | |
| Goldman Sachs Emerging Markets Equity Fund | — | — | — | $2.8M | 1.6% | |
| Participant loans* (interest rates for outstanding loans ranged from 4.25 - 9.50% maturing January 2025 through December 2029) | — | — | — | $2.3M | 1.3% | |
| TRP RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.9M | 1.1% | |
| TRP RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.9% | |
| MFS Emerging Markets Debt Fund | — | — | — | $1.3M | 0.8% | |
| PIMCO Commodities Plus Strategy Fund | — | — | — | $993K | 0.6% | |
| TRP RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $718K | 0.4% | |
| TRP RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $239K | 0.1% | |
| TRP RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $41K | <0.1% | |
| TRP RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $16K | <0.1% |
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