Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan
Sponsored by Johnson Investment Counsel, Inc. · EIN 311801770 · Plan #001
- Total assets
- $88.1M
- Net assets
- $88.1M
- Active participants
- 150
- With balances
- 168
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 |
|---|---|---|
| Pension Corporation Of America | Recordkeeping, Participant loan processing, Participant communication | $21,976 |
| Charles Schwab Trust Bank | Trustee (directed), Direct payment from the plan, Investment management fees (indirect) | $19,371 |