Plan Ledger DOL Form 5500 · updated monthly

Johnson Motor Sales, Inc.401(k)

JOHNSON MOTORS 401(K) PLAN · NEW RICHMOND, WI · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Johnson Motor Sales, Inc. reported $35,431 in plan administrative expenses for 2024: 0.56% of average plan assets, above the peer median. Employer contributions averaged $366 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 3 years on file its reported administrative ratio has held roughly steady near 0.56%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Wisconsin (1,500th of 1,936), and 3,318th of 5,215 in retail trade. In 2024, employees put in $8.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,697,415
Participants with balances221
Active participants199
Employer contributions$72,775
Employee contributions$585,824
Employer contribution per active participant$366
Average account balance$30,305
Benefits paid to participants$780,955
Plan auditUnmodified (clean) audit opinion
AuditorWOODWARD & ASSOCIATES, INC
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 221 accts · $73K emplr
2023$6.0M · 195 accts · $66K emplr
2022$5.0M · 177 accts · $76K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,752
Investment management$21,679
Total administrative$35,431
The Johnson Motor Sales, Inc. 401(k) match · 2024
Employer contribution per active participant$366
Median for plans this size$1,313
2024$366 per active participant
2023$380 per active participant
2022$355 per active participant

Johnson Motor Sales, Inc.'s 2024 employer contribution ran below the $1,313 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
RAYMOND JAMES · Investment advisory (plan)$21,679

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$35,431 · 0.56%
2023$30,547 · 0.55%
2022$30,481 · 0.57%
Same employer
Similar plansRetail Trade · Wisconsin
Sendiks Fine Foods, Inc. WI$7.2M · 0.62%
J.W. Jung Seed Company WI$6.9M · 0.52%
Tw Vending Inc. WI$6.9M · 0.40%
Uptown Motors, Inc. WI$6.3M · 0.05%
T & W Supermarket, Inc. WI$5.7M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390379660 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.