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Original filing (PDF)20250729125109NAL0001618739001
JOHNSONVILLE, LLC
Form 5500
FILING_RECEIVED
JOHNSONVILLE PROFIT SHARING AND 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,632
Accounts w/ balance
3,870
Plan assets (EOY)
$323.7M
Net assets (EOY)
$323.7M
How this plan invests
This plan
16 pooled trusts
Schedule D
30 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 JOHNSONVILLE, LLC.
Plan sponsor
Name
JOHNSONVILLE, LLC
EIN
39-1982994
Address
N6928 JOHNSONVILLE WAY · P.O. BOX 906 · SHEBOYGAN FALLS, WI · 53085
Phone
(920) 453-6920
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
2025-07-29
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
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $178K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $130K | — |
| FRANCIS LLC | 90-0142264 | — | NONE | $69K | — |
Investments
15 direct securities · 16 pooled funds· $323.7M(100% 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
$192.2M
16 holdings
Uncategorized
$131.5M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $52.9M | 16.4% | |
| T. ROWE PRICE RET 2040 TRUST CLAS F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $26.5M | 8.2% | |
| T. ROWE PRICE RET 2035 TRUST CLAS F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $25.7M | 7.9% | |
| Vanguard Total International Stock Index | — | — | — | $25.5M | 7.9% | |
| T. ROWE PRICE RET 2050 TRUST CLAS F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $25.3M | 7.8% | |
| Vanguard Total Bond Market Index | — | — | — | $20.7M | 6.4% | |
| T. ROWE PRICE RET 2055 TRUST CLAS F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $18.0M | 5.6% | |
| HARBOR CAPITAL APPRECIATION CIT HARBOR TRUST COMPANY INC./ JENNISON ASSOCIATES LLC (SUBADVISER) · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $17.8M | 5.5% | |
| T. ROWE PRICE RET 2045 TRUST CLAS F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $16.7M | 5.2% | |
| VFTC RETIREMENT SAVINGS TRUST VIII VANGUARD FIDUCIARY TRUST COMPANY · EIN 36-7604211 / PN 037 | Common Collective Trust | — | — | $15.0M | 4.6% | |
| T. ROWE PRICE RET 2030 TRUST CLAS F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $14.4M | 4.4% | |
| Fidelity Mid Cap Index Fund | — | — | — | $10.7M | 3.3% | |
| T. ROWE PRICE RET 2060 TRUST CLAS F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $9.8M | 3.0% | |
| T. ROWE PRICE RET 2025 TRUST CLAS F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $9.2M | 2.9% | |
| MFS Value Fund; Class R6 | — | — | — | $8.6M | 2.7% | |
| Participants Participant Loans Rates from 5.25% to 10.50% | — | — | — | $4.3M | 1.3% | |
| GENEVA SM CP GR COLL FD FEE CLASS C WILMINGTON TRUST COMPANY · EIN 38-4116861 / PN 518 | Common Collective Trust | — | — | $4.0M | 1.2% | |
| T. ROWE PRICE RET 2065 TRUST CLAS F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $3.9M | 1.2% | |
| T. ROWE PRICE RET 2005 TRUST CLAS F T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $3.5M | 1.1% | |
| American Beacon Small Cap Value Fund; R6 Class | — | — | — | $3.4M | 1.1% | |
| Vanguard Emerging Markets Bond Fund Admiral Shares | — | — | — | $1.6M | 0.5% | |
| T. ROWE PRICE RET 2020 TRUST CLAS F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.4% | |
| Vanguard Treasury Money Market Fund | — | — | — | $1.3M | 0.4% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $984K | 0.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $891K | 0.3% | |
| Fidelity Inflation-Protected Bond Index Fund | — | — | — | $769K | 0.2% | |
| Dodge & Cox Income Fund; Class X | — | — | — | $276K | <0.1% | |
| PIMCO CommoditiesPLUS Strategy Fund; Institutional Class | — | — | — | $135K | <0.1% | |
| William Blair Emerging Markets Growth Fund; Class R6 | — | — | — | $132K | <0.1% | |
| Hartford Schroders International Stock Fund; Class I | — | — | — | $105K | <0.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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