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Original filing (PDF)20250922081008NAL0004422257001
JOHNSON RESTAURANT GROUP, INC.
Form 5500
FILING_RECEIVED
JOHNSON RESTAURANT GROUP 401(K) PLAN
401(k) retirement plan
Signals · 2
31% in single holding~154 bps in Sched C fees
Active participants
296
Accounts w/ balance
183
Plan assets (EOY)
$335K
Net assets (EOY)
$335K
How this plan invests
This plan
23 pooled trusts
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "Transamerica Transamerica LifeGoal 2065 with BlackRock Fund" is 31% of plan.
- 62% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHNSON RESTAURANT GROUP, INC..
Plan sponsor
Name
JOHNSON RESTAURANT GROUP, INC.
EIN
82-0341648
Address
P.O. BOX 50630 · CASPER, WY · 82605
Phone
(307) 265-3029
Industry
Accommodation & Food Servicessee all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TEMPLETON & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 42-1484983 | — | RECORD KEEPER | $5K | — |
| TRANSAMERICA FINANCIAL LIFE INS. CO | 36-6071399 | — | RECORD KEEPER | $365 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPA FINANCIAL LLC | 83-1143379 | — | INVESTMENT ADVISORY-PLAN | $68 | — |
Investments
2 direct securities · 23 pooled funds· $336K(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.
Pooled Separate Account
$332K
23 holdings
Uncategorized
$4K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRANSAMERICA LIFEGOAL 2065 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 403 | Pooled Separate Account | — | — | $102K | 30.5% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 841 | Pooled Separate Account | — | — | $54K | 16.2% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 840 | Pooled Separate Account | — | — | $37K | 11.0% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 836 | Pooled Separate Account | — | — | $32K | 9.6% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 842 | Pooled Separate Account | — | — | $30K | 8.9% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 839 | Pooled Separate Account | — | — | $19K | 5.5% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 833 | Pooled Separate Account | — | — | $15K | 4.5% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 837 | Pooled Separate Account | — | — | $13K | 4.0% | |
| BLACKROCK EQUITY DIVIDEND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 935 | Pooled Separate Account | — | — | $6K | 1.7% | |
| JPMORGAN LRG CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 580 | Pooled Separate Account | — | — | $4K | 1.3% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 838 | Pooled Separate Account | — | — | $4K | 1.2% | |
| FIDELITY TOTAL INTERNTL INDEX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 160 | Pooled Separate Account | — | — | $3K | 1.0% | |
| Transamerica Stable Value Advantage Account | — | — | — | $3K | 0.9% | |
| FIDELITY SMALL CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 139 | Pooled Separate Account | — | — | $3K | 0.8% | |
| DFA U.S. TARGETED VAL PORT RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 527 | Pooled Separate Account | — | — | $2K | 0.7% | |
| FIDELITY 500 INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 135 | Pooled Separate Account | — | — | $2K | 0.5% | |
| AMERICAN FUNDS BOND FUND OF AMERICA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 365 | Pooled Separate Account | — | — | $1K | 0.4% | |
| Transamerica MFS International Diversification Fund ** 482 * Transamerica PIMCO Income A Fund | — | — | — | $1K | 0.4% | |
| PIMCO INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 668 | Pooled Separate Account | — | — | $1K | 0.4% | |
| FIDELITY U.S. BOND INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 161 | Pooled Separate Account | — | — | $1K | 0.4% | |
| JANUS HENDERSON TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 830 | Pooled Separate Account | — | — | $620 | 0.2% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 835 | Pooled Separate Account | — | — | $602 | 0.2% | |
| FIDELITY MID CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 138 | Pooled Separate Account | — | — | $577 | 0.2% | |
| MFS INTERNATIONAL DIVERSIFICATION R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 123 | Pooled Separate Account | — | — | $482 | 0.1% | |
| DFA GLOBAL REAL ESTATE SECURITIES R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 156 | Pooled Separate Account | — | — | $178 | <0.1% |
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