401k Record

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Johnstone Supply 401(k)

Recordkeeping fees per participant · Johnstone Supply, LLC. Employee Retirement Plan · plan year 2024

$63.01

Higher than 44% of the 5,847 plans $50 to 250M that report it.

Source

= $73,974 / 1,174
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015183236NAL0007049280009, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015183236NAL0007049280009, received 2025-10-15

10th: $10.22median $69.9190th: $151.08

Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.

Cost and contributions

Administrative expenses excluding investment management, per participant

$63.01

10th: $16.21median $93.2090th: $246.84

Higher than 31% of the 8,758 plans $50 to 250M that report it.

Source

= $73,974 / 1,174
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015183236NAL0007049280009, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015183236NAL0007049280009, received 2025-10-15

Administrative expenses per participant

$94.84

10th: $29.39median $132.8490th: $350.58

Higher than 34% of the 9,042 plans $50 to 250M that report it.

Source

= $111,348 / 1,174
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015183236NAL0007049280009, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015183236NAL0007049280009, received 2025-10-15

Administrative expenses as a share of assets

0.134%

10th: 0.022%median 0.136%90th: 0.326%

Higher than 49% of the 9,049 plans $50 to 250M that report it.

Source

= $111,348 / $83,376,622
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015183236NAL0007049280009, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015183236NAL0007049280009, received 2025-10-15

Employer contributions per participant

$2,777

10th: $965median $2,73890th: $8,164

Higher than 51% of the 9,105 plans $50 to 250M that report it.

Source

= $3,260,220 / 1,174
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015183236NAL0007049280009, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015183236NAL0007049280009, received 2025-10-15

Employer share of total contributions

34.0%

10th: 15.6%median 29.5%90th: 50.6%

Higher than 64% of the 9,112 plans $50 to 250M that report it.

Source

= $3,260,220 / $9,575,091
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015183236NAL0007049280009, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015183236NAL0007049280009, received 2025-10-15

Plan terms, as stated in Johnstone Supply, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015183236NAL0007049280009, received 2025-10-15

Full record, Johnstone Supply, LLC. Employee Retirement Plan

FieldValueSource
Plan sponsorJOHNSTONE SUPPLY, LLC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015183236NAL0007049280009, received 2025-10-15
Plan nameJOHNSTONE SUPPLY, LLC. EMPLOYEE RETIREMENT PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251015183236NAL0007049280009, received 2025-10-15
Sponsor EIN / plan number93-0788192 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015183236NAL0007049280009, received 2025-10-15
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015183236NAL0007049280009, received 2025-10-15
Sponsor locationPORTLAND, ORForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015183236NAL0007049280009, received 2025-10-15
Industry (business code)423700, Wholesale tradeForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015183236NAL0007049280009, received 2025-10-15
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015183236NAL0007049280009, received 2025-10-15
Filing received2025-10-15Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015183236NAL0007049280009, received 2025-10-15
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015183236NAL0007049280009, received 2025-10-15
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251015183236NAL0007049280009, received 2025-10-15
Participants, beginning of year640Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015183236NAL0007049280009, received 2025-10-15
Active participants999Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015183236NAL0007049280009, received 2025-10-15
Participants, end of year1,194Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015183236NAL0007049280009, received 2025-10-15
Participants with an account balance1,174Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015183236NAL0007049280009, received 2025-10-15
Total assets, beginning of year$41,478,637Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015183236NAL0007049280009, received 2025-10-15
Total assets, end of year$83,376,622Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015183236NAL0007049280009, received 2025-10-15
Net assets, end of year$83,376,622Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015183236NAL0007049280009, received 2025-10-15
Total income$16,540,509Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015183236NAL0007049280009, received 2025-10-15
Net income$11,457,894Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015183236NAL0007049280009, received 2025-10-15
Employer contributions$3,260,220Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015183236NAL0007049280009, received 2025-10-15
Participant contributions$5,276,660Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015183236NAL0007049280009, received 2025-10-15
Other contributions (incl. rollovers)$1,038,211Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015183236NAL0007049280009, received 2025-10-15
Total contributions$9,575,091Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015183236NAL0007049280009, received 2025-10-15
Benefit payments$4,971,267Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015183236NAL0007049280009, received 2025-10-15
Total expenses (incl. benefit payments)$5,082,615Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015183236NAL0007049280009, received 2025-10-15
Total administrative expenses$111,348Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015183236NAL0007049280009, received 2025-10-15
Recordkeeping fees$73,974Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015183236NAL0007049280009, received 2025-10-15
Investment advisory and management fees$37,374Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015183236NAL0007049280009, received 2025-10-15
Administrative expenses excluding investment management$73,974derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015183236NAL0007049280009, received 2025-10-15
Held in common/collective trusts$1,419,278Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015183236NAL0007049280009, received 2025-10-15
Held in mutual funds$77,933,191Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015183236NAL0007049280009, received 2025-10-15
Independent auditorGRANT THORNTON LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015183236NAL0007049280009, received 2025-10-15

Position = column in the DOL layout for form year 2024. Filing 20251015183236NAL0007049280009, received 2025-10-15.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
SCHWAB RETIREMENT PLAN SERVICES,INCrecordkeeperNONE 15 Recordkeeping and information management; 26 Investment advisory (participants); 50 Direct payment from the plan; 64 Recordkeeping fees $77,456no
MULTNOMAH GROUP INCNONE 28 Investment management; 50 Direct payment from the plan $33,105no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015183236NAL0007049280009, received 2025-10-15.

What changed since the 2023 plan year

Figure20232024Change
Total assets$41,478,637$83,376,622101.0%
Participants with a balance6321,17485.8%
Administrative expenses$88,425$111,34825.9%
Recordkeeping fees per participant$85.53$63.01-26.3%
Employer contributions$1,579,106$3,260,220106.5%

Prior filing 20241003095925NAL0016801344002, received 2024-10-03; the plan years are contiguous.

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Sponsor name as filed: JOHNSTONE SUPPLY, LLC.; SEC registrant: Johnstone Supply, Inc. (CIK 1885916, matched by EIN).