Original filing (PDF)20251014144226NAL0006383986001

EF JOHNSON COMPANY

Name: EF JOHNSON COMPANY — EF JOHNSON COMPANY 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: EF JOHNSON COMPANY

Form 5500

FILING_RECEIVED

EF JOHNSON COMPANY 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

196

Accounts w/ balance

317

Plan assets (EOY)

$31.1M

Net assets (EOY)

$31.1M

How this plan invests

This plan

11 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 EF JOHNSON COMPANY.

Plan sponsor

Name

EF JOHNSON COMPANY

EIN

41-0736849

Address

1440 CORPORATE DRIVE · IRVING, TX · 75038

Phone

(972) 819-0699

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

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

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	06-1050034	GREENWOOD VILLAGE, CO	RECORDKEEPER	$38K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC	—	NASHVILLE, TN	INVESTMENT ADVISOR	$70K	—

Investments

11 pooled funds· $20.9M(67% 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.

Investment	Type	Current value	% of plan
DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697	Pooled Separate Account	$10.1M	32.4%
DAY ONE 2035 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 682	Pooled Separate Account	$4.2M	13.6%

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