Plan Ledger DOL Form 5500 · updated monthly

Johnson Brothers Liquor Company401(k)

JOHNSON BROTHERS 401(K) PLAN · ST. PAUL, MN · plan year 2024

Reported admin expense ratio · 2024
0.08%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Johnson Brothers Liquor Company reported $243,783 in plan administrative expenses for 2024: 0.08% of average plan assets, above the peer median. Employer contributions averaged $1,468 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.10% to 0.08%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other wholesale trade employers. By assets it is the 110th-largest of 1,918 plans among Minnesota employers on file, and the 142nd of 4,246 in wholesale trade. In 2024, employees put in $4.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$337,325,385
Participants with balances4,232
Active participants3,551
Employer contributions$5,212,704
Employee contributions$23,763,177
Employer contribution per active participant$1,468
Average account balance$79,708
Benefits paid to participants$30,502,469
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$337.3M · 4,232 accts · $5.2M emplr
2023$298.8M · 4,193 accts · $5.1M emplr
2022$258.7M · 4,009 accts · $4.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$212,871
Investment management$30,912
Total administrative$243,783
The Johnson Brothers Liquor Company 401(k) match · 2024
Employer contribution per active participant$1,468
Median for plans this size$4,294
2024$1,468 per active participant
2023$1,436 per active participant
2022$1,415 per active participant

Johnson Brothers Liquor Company's 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$215,071
ADVANCED CAPITAL GROUP · Investment advisory (plan)$29,887

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$243,783 · 0.08%
2023$233,268 · 0.08%
2022$269,412 · 0.10%
Same employer
Similar plansWholesale Trade · Minnesota
Chs Inc. MN$1.8B · 0.06%
Digi-Key Corporation MN$490.8M · 0.12%
Convergeone Holdings, Inc. MN$348.1M · 0.13%
Sick, Inc. MN$228.4M · 0.08%
Marco, Inc. MN$151.4M · 0.13%
Oxygen Service Co., Inc. MN$133.0M · 0.00%
Kgpco, Inc. MN$107.1M · 0.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 410810551 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.