Plan Ledger DOL Form 5500 · updated monthly

Johnson Storage & Moving Company Holding LLC401(k)

JOHNSON STORAGE & MOVING 401(K) PLAN · CENTENNIAL, CO · plan year 2024

Reported admin expense ratio · 2024
1.15%

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

Johnson Storage & Moving Company Holding LLC reported $25,400 in plan administrative expenses for 2024: 1.15% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 1.90% to 1.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Colorado (1,225th of 1,461), and 2,018th of 2,677 in transportation & warehousing. active participation has grown from 185 to 236 since 2022.

Plan summary
Net assets, end of year$2,555,216
Participants with balances144
Active participants236
Employer contributions$0
Employee contributions$597,516
Employer contribution per active participant$0
Average account balance$17,745
Benefits paid to participants$153,969
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.6M · 144 accts
2023$1.9M · 114 accts
2022$1.1M · 108 accts
Administrative expenses, itemized · 2024
Audit (IQPA)$25,400
Total administrative$25,400
The Johnson Storage & Moving Company Holding LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Johnson Storage & Moving Company Holding LLC'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
ALLIANCE BENEFIT GROUP RM · Recordkeeping · Loan processing$10,672
TRAVERSE PLANNING · Investment advisory (participants) · Investment advisory (plan)$17,211

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

Recordkeeper by year2
2024ALLIANCE BENEFIT GROUP RM
2023ALLIANCE BENEFIT GROUP RM

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$25,400 · 1.15%
2023$17,626 · 1.19%
2022$19,096 · 1.90%
Same employer
Similar plansTransportation & Warehousing · Colorado
U.S. Transport, Inc. CO$3.5M · 1.03%
The Jfw Corporation CO$2.8M · 1.28%
Arrow Moving & Storage CO$2.8M · 0.67%
Knowles Enterprises, LLC CO$2.0M · 1.00%
Quality Logistics LLC CO$824K · 1.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830313972 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.