AUMdb

Johnson Electric 401(k) Retirement Savings Plan

Sponsored by Johnson Electric North America Holding Inc. · EIN 980208105 · Plan #002

Total assets
$79.8M
Net assets
$79.8M
Active participants
801
With balances
1,004

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Milliman, Inc. Recordkeeping, Consulting (pension), Copying and duplicating $99,768
Capital Financial Partners Accounting, Trustee (individual) $79,799
Charles Schwab Bank Custodial (securities), Trustee (institutional), Trustee (directed) $20,732
Charles Schwab & Co., Inc. Custodial (securities), Trustee (institutional), Trustee (directed) $0