Johnson Engineering, Llc Employee 401(k) Profit Sharing Plan
Sponsored by Johnson Engineering, Llc · EIN 591173834 · Plan #001
- Total assets
- $14.9M
- Net assets
- $14.9M
- Active participants
- 134
- With balances
- 188
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Everhart Financial Group Inc CRD 107091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Proaccount | Investment advisory (participants) | $46,731 |
| Wiltshire Whitley Richardson | Accounting | $19,000 |
| Everhart Financial Group Inc | Investment management, Investment management fees (direct) | $13,272 |
| Empower Annuity Insurance Company | Recordkeeping fees | $5,934 |
| Pension Financial Services Inc | $4,847 | |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $3,828 |
| Ppa/Tpa | Investment advisory (participants) | $1,536 |
| Nationwide | Investment advisory (participants) | $1,356 |
| Empower Advisory Group, Llc | Investment management | $3 |
| Pension Financial Services Inc | Investment advisory (participants) | $0 |