Plan Ledger DOL Form 5500 · updated monthly

Johnson Health Tech North America, Inc.401(k)

JHT 401(K) PLAN · COTTAGE GROVE, WI · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Johnson Health Tech North America, Inc. reported $36,787 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,454 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 rose from 0.04% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 259th-largest of 1,936 plans among Wisconsin employers on file, and the 488th of 4,246 in wholesale trade. In 2024, employees put in $3.24 for every $1.00 the employer contributed; active participation has grown from 1,057 to 1,376 since 2022.

Plan summary
Net assets, end of year$86,485,807
Participants with balances1,476
Active participants1,376
Employer contributions$2,000,911
Employee contributions$6,478,861
Employer contribution per active participant$1,454
Average account balance$58,595
Benefits paid to participants$5,019,260
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$86.5M · 1,476 accts · $2.0M emplr
2023$67.4M · 842 accts · $1.6M emplr
2022$54.0M · 773 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,450
Investment management$27,287
Total administrative$36,787
The Johnson Health Tech North America, Inc. 401(k) match · 2024
Employer contribution per active participant$1,454
Median for plans this size$3,635
2024$1,454 per active participant
2023$1,482 per active participant
2022$1,052 per active participant

Johnson Health Tech North America, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20243
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$32,777
RAYMOND JAMES FINANCIAL SERVICESindirect comp
NEWPORT GROUP, INC. · Other servicesindirect comp

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$36,787 · 0.05%
2023$26,069 · 0.04%
2022$24,429 · 0.04%
Same employer
Similar plansWholesale Trade · Wisconsin
School Specialty, LLC WI$99.0M · 0.27%
Jx Enterprises, Inc. WI$91.8M · 0.21%
Frank Liquor Company, Inc. WI$91.3M · 0.21%
Ellsworth Corporation WI$82.6M · 0.12%
Badger Liquor Co., Inc. WI$73.6M · 0.44%
Endries International Inc. WI$72.0M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263652291 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.