AUMdb

Johnson Outdoors Retirement And Savings Plan

Sponsored by Johnson Outdoors Inc. · EIN 391536083 · Plan #001

Total assets
$172M
Net assets
$172M
Active participants
959
With balances
1,248

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024
Francis Llc CRD 130687 deterministic · 100% 2024
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $82,909
Francis Llc Consulting (general), Investment advisory (plan), Direct payment from the plan $60,000
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $27,131
National Financial Services Securities brokerage, Securities brokerage commissions $0