Plan Snapshot
- Plan Sponsor: Johnson Controls Federal Systems, INC
- Sponsor EIN: 201279541
- Sponsor Address: 5757 N GREEN BAY AVENUE, MILWAUKEE, WI, 532094408
- Plan Type: 401(k)
- Total Participants: 905
- Total Assets: $152.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 905 | $152.3M | $5.7M | $7.3M |
| 2023 | 869 | $133.2M | $5.0M | $8.2M |
| 2022 | 819 | $115.8M | $4.8M | $6.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | $21,050 | — | $21,050 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,050
- Estimated Expense Ratio: 0.014% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $136,644 | $42,195 | — | $21,050 | — |
| 2023 | $96,087 | $34,775 | — | $3,000 | — |
| 2022 | $169,730 | — | $169,730 | — | — |