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Original filing (PDF)20250922155200NAL0005827776001
JOHNSON-DAVIS INCORPORATED
Form 5500
FILING_RECEIVED
JOHNSON-DAVIS INCORPORATED SAVINGS & RETIREMENT PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
140
Accounts w/ balance
132
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.3M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHNSON-DAVIS INCORPORATED.
Plan sponsor
Name
JOHNSON-DAVIS INCORPORATED
EIN
59-1753888
Address
604 HILLBRATH DR · LANTANA, FL · 334621656
Phone
(561) 588-1170
Industry
Constructionsee 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
2025-09-22
Pension benefit codes
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)
Welfare benefit codes
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4Q · Other
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
JULIAN J. RODRIGUEZ, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $7K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
30 direct securities · 1 pooled fund· $12.3M(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.
Uncategorized
$12.1M
30 holdings
Common Collective Trust
$176K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID Freedom 2035 K6 | — | — | — | $2.1M | 17.3% | |
| FID Freedom 2025 K6 | — | — | — | $1.9M | 15.8% | |
| FID Freedom 2030 K6 | — | — | — | $1.9M | 15.6% | |
| FID Freedom 2020 K6 | — | — | — | $1.7M | 13.5% | |
| FID Freedom 2045 K6 | — | — | — | $1.1M | 8.7% | |
| FID Freedom 2040 K6 | — | — | — | $913K | 7.4% | |
| Notes receivable from participants | — | — | — | $471K | 3.8% | |
| FID Freedom 2050 K6 | — | — | — | $288K | 2.3% | |
| FID 500 Index | — | — | — | $214K | 1.7% | |
| FID Blue Chip GR K6 | — | — | — | $212K | 1.7% | |
| FID GOVT MMKT K6 | — | — | — | $200K | 1.6% | |
| FID Freedom INC K6 | — | — | — | $192K | 1.6% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $176K | 1.4% | |
| FID GLB EX US IDX | — | — | — | $142K | 1.2% | |
| FID Freedom 2055 K6 | — | — | — | $110K | 0.9% | |
| FID MID Cap IDX | — | — | — | $107K | 0.9% | |
| FID Freedom 2060 K6 | — | — | — | $106K | 0.9% | |
| AF AMER Mutual R6 | — | — | — | $98K | 0.8% | |
| FID Total Bond K6 | — | — | — | $75K | 0.6% | |
| JPM GOVT Bond R6 | — | — | — | $72K | 0.6% | |
| FID Emerging MKTS K | — | — | — | $60K | 0.5% | |
| FID Freedom 2010 K6 | — | — | — | $58K | 0.5% | |
| AS SPL MID CP VAL R6 | — | — | — | $34K | 0.3% | |
| FID INTL Cap APPR K6 | — | — | — | $17K | 0.1% | |
| FID Freedom 2015 K6 | — | — | — | $10K | <0.1% | |
| FID INFL PR BD IDX | — | — | — | $7K | <0.1% | |
| FID SM Cap IDX | — | — | — | $6K | <0.1% | |
| FID Freedom 2065 K6 | — | — | — | $6K | <0.1% | |
| FID Small Cap GR K6 | — | — | — | $3K | <0.1% | |
| C&S Realty Shares Z | — | — | — | $2K | <0.1% | |
| FID US Bond IDX | — | — | — | $58 | <0.1% |
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