401k Record

Providers › Johnson Bank

Johnson Bank

Plans listing this provider

37

0.07% of the 56,420 plans with Schedule H financials; 43 in 2023

Assets of those plans

$487,761,097

0.01% of all Schedule H plan assets

Plans where it is the recordkeeper

8

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$1,555,107

100% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service codeMeaningPlans
21Trustee (bank, trust company or similar)37
50Direct payment from the plan37
62Float revenue36
27Investment advisory (plan)33
59Shareholder servicing fees32
15Recordkeeping and information management8
64Recordkeeping fees8
65Account maintenance fees8

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
The Hiebing Group, Inc. Retirement Savings and Profit Sharing TrustHiebing Group $35,072,181207$55,990
Belmar Companies 401(k) PlanK.E.B.D. Enterprises LLC DBA Belmar Pharmacy $29,153,063697$72,446
Ultratec, Inc. 401(k) PlanUltratec $27,992,137479$23,896
JHT Holdings, Inc. and Participating Employers 401(k) PlanJHT Holdings $24,104,803285$61,628
Applied Products, Inc. 401(k) Salary Savings PlanApplied Products $24,078,930347$27,725
Iris USA, Inc. Comprehensive Retirement Savings PlanIris USA $23,836,526325$74,035
Planned Parenthood of Wisconsin Retirement PlanPlanned Parenthood of Wisconsin $23,049,395376$9,400
Johnson Tractor, Inc. Employee 401(k) PlanrecordkeeperJohnson Tractor $22,275,208178$49,999
KDV Label, LLC Retirement PlanKDV Label $21,458,619180$57,357
Journey Mental Health Center Inc 403b PlanJourney Mental Health Center $19,456,019381$40,848
Royle Printing Co. Profit Sharing PlanrecordkeeperRoyle Printing $17,700,054275$61,852
A.A. Anderson & Co., Inc. Employees Profit Sharing & Retirement PlanA.A. Anderson $17,183,079243$69,499
Optima Corporation Retirement PlanOptima Machinery $16,572,385141$2,595
Specialty Underwriters LLC Retirement PlanSpecialty Underwriters $14,953,37678$56,386
Meridian Group 401(k) Savings PlanMeridian Group $12,888,339171$60,237
United Alloy, Inc. 401(k) Employee Savings PlanUnited Alloy $12,457,319349$57,011
Building Service, Inc. 401(k) Savings PlanrecordkeeperBuilding Service $12,406,036168$49,346
EMT International, Inc. 401(k) Investment PlanEmtro LLC DBA EMT International $12,235,855136$42,319
New Resources Companies 401(k) PlanNew Resources Companies $12,009,290125$39,801
Advanced Physical Therapy 401(k) PlanAdvanced Physical Therapy & Sports Medicine $10,995,400129$36,296
Watertronics 401(k) PlanWatertronics $10,898,576186$28,629
Wisconsin Masonic Home, Inc. Retirement Savings PlanWisconsin Masonic Home Inc and Affiliated Employers $9,327,924134$34,579
O&H Danish Bakery, Inc. 401(k) PlanO&H Danish Bakery $9,086,873114$40,175
KSP Group, Inc. 401(k) PlanKSP Group $8,932,014101$41,718
Wisconsin Metal Parts, LLC Employee Savings PlanrecordkeeperWisconsin Metal Parts $8,036,333118$41,078

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.