Plans listing this provider
37
0.07% of the 56,420 plans with Schedule H financials; 43 in 2023
Providers › 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.
| Service code | Meaning | Plans |
|---|---|---|
| 21 | Trustee (bank, trust company or similar) | 37 |
| 50 | Direct payment from the plan | 37 |
| 62 | Float revenue | 36 |
| 27 | Investment advisory (plan) | 33 |
| 59 | Shareholder servicing fees | 32 |
| 15 | Recordkeeping and information management | 8 |
| 64 | Recordkeeping fees | 8 |
| 65 | Account maintenance fees | 8 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The Hiebing Group, Inc. Retirement Savings and Profit Sharing Trust | Hiebing Group | $35,072,181 | 207 | $55,990 |
| Belmar Companies 401(k) Plan | K.E.B.D. Enterprises LLC DBA Belmar Pharmacy | $29,153,063 | 697 | $72,446 |
| Ultratec, Inc. 401(k) Plan | Ultratec | $27,992,137 | 479 | $23,896 |
| JHT Holdings, Inc. and Participating Employers 401(k) Plan | JHT Holdings | $24,104,803 | 285 | $61,628 |
| Applied Products, Inc. 401(k) Salary Savings Plan | Applied Products | $24,078,930 | 347 | $27,725 |
| Iris USA, Inc. Comprehensive Retirement Savings Plan | Iris USA | $23,836,526 | 325 | $74,035 |
| Planned Parenthood of Wisconsin Retirement Plan | Planned Parenthood of Wisconsin | $23,049,395 | 376 | $9,400 |
| Johnson Tractor, Inc. Employee 401(k) Planrecordkeeper | Johnson Tractor | $22,275,208 | 178 | $49,999 |
| KDV Label, LLC Retirement Plan | KDV Label | $21,458,619 | 180 | $57,357 |
| Journey Mental Health Center Inc 403b Plan | Journey Mental Health Center | $19,456,019 | 381 | $40,848 |
| Royle Printing Co. Profit Sharing Planrecordkeeper | Royle Printing | $17,700,054 | 275 | $61,852 |
| A.A. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan | A.A. Anderson | $17,183,079 | 243 | $69,499 |
| Optima Corporation Retirement Plan | Optima Machinery | $16,572,385 | 141 | $2,595 |
| Specialty Underwriters LLC Retirement Plan | Specialty Underwriters | $14,953,376 | 78 | $56,386 |
| Meridian Group 401(k) Savings Plan | Meridian Group | $12,888,339 | 171 | $60,237 |
| United Alloy, Inc. 401(k) Employee Savings Plan | United Alloy | $12,457,319 | 349 | $57,011 |
| Building Service, Inc. 401(k) Savings Planrecordkeeper | Building Service | $12,406,036 | 168 | $49,346 |
| EMT International, Inc. 401(k) Investment Plan | Emtro LLC DBA EMT International | $12,235,855 | 136 | $42,319 |
| New Resources Companies 401(k) Plan | New Resources Companies | $12,009,290 | 125 | $39,801 |
| Advanced Physical Therapy 401(k) Plan | Advanced Physical Therapy & Sports Medicine | $10,995,400 | 129 | $36,296 |
| Watertronics 401(k) Plan | Watertronics | $10,898,576 | 186 | $28,629 |
| Wisconsin Masonic Home, Inc. Retirement Savings Plan | Wisconsin Masonic Home Inc and Affiliated Employers | $9,327,924 | 134 | $34,579 |
| O&H Danish Bakery, Inc. 401(k) Plan | O&H Danish Bakery | $9,086,873 | 114 | $40,175 |
| KSP Group, Inc. 401(k) Plan | KSP Group | $8,932,014 | 101 | $41,718 |
| Wisconsin Metal Parts, LLC Employee Savings Planrecordkeeper | Wisconsin Metal Parts | $8,036,333 | 118 | $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.