Original filing (PDF)20250714121406NAL0000670195001

JOHNSON & HELLEKSON REAL ESTATE, LLC

Name: JOHNSON & HELLEKSON REAL ESTATE, LLC — JOHNSON & HELLEKSON REAL ESTATE, LLC 401(K) PLAN, Form 5500 (2024)
Creator: JOHNSON & HELLEKSON REAL ESTATE, LLC

Form 5500-SF

FILING_RECEIVED

JOHNSON & HELLEKSON REAL ESTATE, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$631K

Net assets (EOY)

$631K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

JOHNSON & HELLEKSON REAL ESTATE, LLC

EIN

39-1865927all filings

Address

200 E MAIN STREET · WATERTOWN, WI · 53094

Phone

(920) 261-6311

Industry

Real Estatesee all

Plan administrator