Johnson Investment Counsel 401(k) match, vesting and fees
What Johnson Investment Counsel's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Pension Corporation of America | Schedule C ↗ |
| Independent auditor | Dean Dorton Allen Ford PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,478 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Johnson Investment Counsel: employer contribution per participant | $22,302 | |
| Peer median | $3,122 |
| Johnson Investment Counsel: average balance | $584,437 | |
| Peer median | $111,687 |
| Johnson Investment Counsel: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.20% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $69.3M at the end of plan year 2021 to $102M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 175 | $102M | $3.9M | $22,302 | 0.05% | Not published | Form 5500 ↗ |
| 2024 | 170 | $88.1M | $3.7M | $21,972 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 163 | $76.7M | $3.4M | $21,113 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 155 | $62.5M | $3.1M | $20,233 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 148 | $69.3M | $2.9M | $19,811 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Johnson Investment Counsel match 401(k) contributions?
The match terms for the Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $3.9M in employer contributions, about $22,302 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Johnson Investment Counsel 401(k) match vested?
The vesting schedule for the Johnson Investment Counsel, Inc. Profit Sharing & 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Johnson Investment Counsel 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Pension Corporation of America. The plan administrator is Johnson Investment Counsel, Inc..
I left Johnson Investment Counsel. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Johnson Investment Counsel, Inc., (513) 661-3100) or the recordkeeper, Pension Corporation of America. The Johnson Investment Counsel old 401(k) page lists the contacts from every plan filing. Find an old Johnson Investment Counsel 401(k)
Data from the public Form 5500 annual reports Johnson Investment Counsel filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Johnson Investment Counsel. Not financial advice. Report a correction · Methodology