Original filing (PDF)20260126114838NAL0001866528001

ROY JOHNSON, INC DBA MID-SOUTH ROLLER

Name: ROY JOHNSON, INC DBA MID-SOUTH ROLLER — ROY JOHNSON, INC DBA MID-SOUTH ROLLER EMPLOYEES 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROY JOHNSON, INC DBA MID-SOUTH ROLLER

Form 5500

FILING_RECEIVED

ROY JOHNSON, INC DBA MID-SOUTH ROLLER EMPLOYEES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

3 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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROY JOHNSON, INC DBA MID-SOUTH ROLLER.

Plan sponsor

Name

ROY JOHNSON, INC DBA MID-SOUTH ROLLER

EIN

71-0537345

Address

P. O. BOX 130 · CLARKSVILLE, AR · 72830

Phone

(800) 643-8117

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-26

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2F · ERISA section 404(c)

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

3 pooled funds· $1.7M

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.

			% of plan
WP SR AGGRESSIVE 2 ALTA TRUST COMPANY · EIN 81-2752913 / PN 001	Common Collective Trust	$862K	49.7%
WP SR BALANCED 2 ALTA TRUST COMPANY · EIN 81-2820802 / PN 001	Common Collective Trust	$747K	43.1%
WP SR GROWTH 2 ALTA TRUST COMPANY · EIN 81-2787171 / PN 001	Common Collective Trust	$125K	7.2%

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