Johnson Automotive 401(k) Plan
Sponsored by Johnson Automotive · EIN 010650111 · Plan #001
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 487
- With balances
- 176
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $31,732 |
| Wells Fargo Advisors Llc | Investment advisory (plan) | $21,654 |
| Clifton Larson Allen Llp | Accounting | $6,195 |
| My Benefits, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $4,819 |
| First Party Administrator Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,130 |