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Original filing (PDF)20250908130348NAL0012302707001
R.V. DIRECT, LLC DBA JOHNSON R.V. SALES
Form 5500
FILING_RECEIVED
RV DIRECT DBA JOHNSON RV SALES 401(K) PLAN
401(k) retirement plan
Active participants
150
Accounts w/ balance
150
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
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)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (21 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R.V. DIRECT, LLC DBA JOHNSON R.V. SALES.
Plan sponsor
Name
R.V. DIRECT, LLC DBA JOHNSON R.V. SALES
EIN
93-1239828
Address
41777 SOUTHEAST HIGHWAY 26 · SANDY, OR · 97055
Phone
(503) 783-7368
Industry
Retail Tradesee 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
2025-09-08
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)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
Investments
26 direct securities· $6.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS Massachusetts Investors GR Stock Mutual Fund N/A | — | — | — | $905K | 15.0% | |
| American Funds Income Fund of Mutual Fund N/A | — | — | — | $638K | 10.6% | |
| American Funds 2050 Target Date Ret. Mutual Fund N/A | — | — | — | $540K | 8.9% | |
| American Funds 2040 Target Date Ret. Mutual Fund N/A | — | — | — | $434K | 7.2% | |
| American Funds 2035 Target Date Ret. Mutual Fund N/A | — | — | — | $390K | 6.5% | |
| American Funds 2045 Target Date Ret. Mutual Fund N/A | — | — | — | $383K | 6.4% | |
| MFS Value R6 Mutual Fund N/A | — | — | — | $316K | 5.2% | |
| JP Morgan Core Bond R6 Mutual Fund N/A | — | — | — | $294K | 4.9% | |
| American Funds 2055 Target Date Ret. Mutual Fund N/A | — | — | — | $290K | 4.8% | |
| Fidelity 500 Index Mutual Fund N/A | — | — | — | $285K | 4.7% | |
| Victory Sycamore Established Value Mutual Fund N/A | — | — | — | $261K | 4.3% | |
| American Century Small Cap Growth Mutual Fund N/A | — | — | — | $254K | 4.2% | |
| IShares MSCI EAFE International Index Mutual Fund N/A | — | — | — | $195K | 3.2% | |
| American Funds 2030 Target Date Ret. Mutual Fund N/A | — | — | — | $154K | 2.6% | |
| Blackrock Liquidity T Fund Mutual Fund N/A | — | — | — | $147K | 2.4% | |
| Participant loans 9.50% maturing 2025 - 2039 - | — | — | — | $144K | 2.4% | |
| Hartford Schroders International Stock Mutual Fund N/A | — | — | — | $142K | 2.3% | |
| American Funds 2060 Target Date Ret. Mutual Fund N/A | — | — | — | $102K | 1.7% | |
| Blackrock Mid Cap Growth Equity Mutual Fund N/A | — | — | — | $71K | 1.2% | |
| American Funds 2065 Target Date Ret. Mutual Fund N/A | — | — | — | $20K | 0.3% | |
| American Funds 2015 Target Date Ret. Mutual Fund N/A | — | — | — | $20K | 0.3% | |
| American Funds 2020 Target Date Ret. Mutual Fund N/A | — | — | — | $17K | 0.3% | |
| American Funds 2025 Target Date Ret. Mutual Fund N/A | — | — | — | $14K | 0.2% | |
| Baird Short Term Bond Inst Mutual Fund N/A | — | — | — | $12K | 0.2% | |
| Franklin Income R6 Mutual Fund N/A | — | — | — | $9K | 0.2% | |
| American Funds 2010 Target Date Ret. Mutual Fund N/A | — | — | — | $8K | 0.1% |