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Original filing (PDF)20251015090415NAL0008760290001
JOHNSON ENGINEERING, LLC
Form 5500
FILING_RECEIVED
JOHNSON ENGINEERING, LLC EMPLOYEE 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
10 service providers
Active participants
134
Accounts w/ balance
188
Plan assets (EOY)
$14.9M
Net assets (EOY)
$14.9M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 65 bps in Schedule C fees — 124% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHNSON ENGINEERING, LLC.
Plan sponsor
Name
JOHNSON ENGINEERING, LLC
EIN
59-1173834
Address
2122 JOHNSON STREET · FORT MYERS, FL · 33901
Phone
(239) 461-2462
Industry
Engineering 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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WILTSHIRE WHITLEY RICHARDSON & ENGL
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
Advisor / Consultant
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISOR | $47K | — |
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $4K | — |
| PPA/TPA | — | FORT MYERS, FL | INVESTMENT ADVISOR | $2K | — |
| NATIONWIDE | 31-4177100 | COLUMBUS, OH | INVESTMENT ADVISOR | $1K | — |
| PENSION FINANCIAL SERVICES INC | — | DULUTH, GA | INVESTMENT ADVISOR | $0 | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILTSHIRE WHITLEY RICHARDSON | 65-0129793 | FORT MYERS, FL | — | $19K | — |
| EVERHART FINANCIAL GROUP INC | 31-1440043 | DUBLIN, OH | — | $13K | — |
| PENSION FINANCIAL SERVICES INC | 58-1485803 | DULUTH, GA | — | $5K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3 | — |
Investments
34 direct securities· $14.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| " Apex Guaranteed Fixed Interest Fund I5 | — | — | — | $2.6M | 17.6% | |
| " Fidelity 500 Index Fund | — | — | — | $2.0M | 13.3% | |
| " JP Morgan Large Cap Growth R6 | — | — | — | $1.4M | 9.1% | |
| " MFS Value R6 | — | — | — | $981K | 6.6% | |
| " Goldman Sachs GQG Partners International Opportunities Institutional | — | — | — | $933K | 6.3% | |
| " Fidelity US Bond Index | — | — | — | $769K | 5.2% | |
| " Fidelity Advisor Total Bond Z | — | — | — | $612K | 4.1% | |
| " Fidelity International Index | — | — | — | $604K | 4.1% | |
| " Janus Henderson Enterprise N | — | — | — | $563K | 3.8% | |
| " American Funds American Balanced R6 | — | — | — | $556K | 3.7% | |
| " PGIM Jennison Small Company R6 | — | — | — | $372K | 2.5% | |
| " Fidelity Freedom Index 2035 Institutional Premium | — | — | — | $294K | 2.0% | |
| " American Funds American Hi Inc Tr R6 | — | — | — | $281K | 1.9% | |
| " Fidelity Mid Cap Index | — | — | — | $277K | 1.9% | |
| " American Funds New World R6 | — | — | — | $265K | 1.8% | |
| " Blackrock Inflation Protected Bond K | — | — | — | $265K | 1.8% | |
| " Clearbridge Large Cap Growth IS ** 11 " Cohen & Steers Institutional Realty Shares | — | — | — | $261K | 1.8% | |
| " Fidelity Freedom Index 2055 Institutional Premium | — | — | — | $247K | 1.7% | |
| " Blackrock Mid Cap Value Institutional | — | — | — | $233K | 1.6% | |
| Party Rate of Interest, Collateral, Par, or Maturity Value Cost Current Value Empower Trust Company, LLC " American Beacon Small Cap Value R6 | — | — | — | $228K | 1.5% | |
| " Fidelity Freedom Index 2040 Institutional Premium | — | — | — | $217K | 1.5% | |
| biweekly installments - | — | — | — | $166K | 1.1% | |
| " Fidelity Freedom Index 2045 Institutional Premium | — | — | — | $116K | 0.8% | |
| " Fidelity Freedom Index 2030 Institutional Premium | — | — | — | $115K | 0.8% | |
| " Thornburg Strategic Income R6 | — | — | — | $113K | 0.8% | |
| " Fidelity Freedom Index 2025 Institutional Premium | — | — | — | $95K | 0.6% | |
| " Fidelity Small Cap Growth K6 | — | — | — | $92K | 0.6% | |
| " Fidelity Freedom Index 2050 Institutional Premium | — | — | — | $76K | 0.5% | |
| " Fidelity Freedom Index 2065 Institutional Premium | — | — | — | $64K | 0.4% | |
| " Fidelity Small Cap Index | — | — | — | $57K | 0.4% | |
| " MFS Mid Cap Growth R6 | — | — | — | $27K | 0.2% | |
| " Fidelity Freedom Index 2060 Institutional Premium | — | — | — | $19K | 0.1% | |
| " Federated Hermes International Strategic Value Dividend R6 | — | — | — | $12K | <0.1% | |
| " Fidelity Freedom Index Income Institutional Premium | — | — | — | $10K | <0.1% |
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