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Original filing (PDF)20251012145624NAL0000650850001
JOHNSON ARCHITECTURAL METAL COMPANY
Form 5500
FILING_RECEIVED
JOHNSON ARCHITECTURAL METAL COMPANY 401(K)PLAN
401(k) retirement plan
Active participants
117
Accounts w/ balance
159
Plan assets (EOY)
$13.0M
Net assets (EOY)
$13.0M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHNSON ARCHITECTURAL METAL COMPANY.
Plan sponsor
Name
JOHNSON ARCHITECTURAL METAL COMPANY
EIN
58-1452165
Address
2160 KINGSTON COURT · SUITE I · MARIETTA, GA · 30067
Phone
(770) 953-8485
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-12
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
MAULDIN & JENKINS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | — | CLEVELAND, OH | INVESTMENT ADVISOR | $20K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INS SERVICES INC. | — | CINCINNATI, OH | CONTRACT ADMIN | $15K | — |
Investments
25 direct securities· $12.5M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party-in- Identity of Issue, Borrower, (Maturity Date, Rate of Interest, (d) Current Interest Lessor, or Similar Party Collateral, Par, or Maturity Value) Cost Value American Funds - American Balanced R6 Mutual Fund | — | — | — | $2.3M | 17.8% | |
| American Funds Growth Fund of AMER R6 Mutual Fund | — | — | — | $1.8M | 13.9% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $1.7M | 13.3% | |
| Key Guarantee Portfolio Fund Stable Value Fund | — | — | — | $1.2M | 9.1% | |
| Putnam Large Cap Value Y Mutual Fund | — | — | — | $1.1M | 8.6% | |
| Goldman Sachs GQG Partners International Mutual Fund ** Opportunities Fund Class R6 | — | — | — | $943K | 7.3% | |
| Fidelity Advisor Investment Gr Bd Z Mutual Fund | — | — | — | $769K | 5.9% | |
| Vanguard Explorer ADM Mutual Fund | — | — | — | $442K | 3.4% | |
| Blackrock Mid-Cap Growth Instl Mutual Fund | — | — | — | $295K | 2.3% | |
| Vanguard Target Retirement 2040 INV Mutual Fund | — | — | — | $284K | 2.2% | |
| Vanguard Target Retirement 2030 INV Mutual Fund | — | — | — | $214K | 1.6% | |
| Vanguard Interim-Term Treasury ADM Mutual Fund | — | — | — | $184K | 1.4% | |
| Participant Loans Interest Rates of 4.25% - 9.50% - | — | — | — | $177K | 1.4% | |
| DFA US Targeted Value I Mutual Fund | — | — | — | $176K | 1.4% | |
| Vanguard Target Retirement 2025 INV Mutual Fund | — | — | — | $166K | 1.3% | |
| Vanguard Target Retirement 2035 INV Mutual Fund | — | — | — | $161K | 1.2% | |
| Vanguard Target Retirement 2050 INV Mutual Fund | — | — | — | $135K | 1.0% | |
| Vanguard Target Retirement 2055 INV Mutual Fund | — | — | — | $115K | 0.9% | |
| Vanguard Inflation-Protected SECS ADM Mutual Fund | — | — | — | $67K | 0.5% | |
| JP Morgan Mid-Cap Value I Mutual Fund | — | — | — | $65K | 0.5% | |
| Vanguard Target Retirement 2020 INV Mutual Fund | — | — | — | $49K | 0.4% | |
| Vanguard Target Retirement 2065 INV Mutual Fund | — | — | — | $45K | 0.3% | |
| American Funds Capital INC BLDR R6 Mutual Fund | — | — | — | $43K | 0.3% | |
| Vanguard Target Retirement 2045 INV Mutual Fund | — | — | — | $35K | 0.3% | |
| PIMCO Income Fund Institutional Class Mutual Fund | — | — | — | $28K | 0.2% |