# Johnson Controls, INC. 401(k) Plan
Source: https://planprovider.pro/companies/johnson-controls-inc-390380010-023

> Johnson Controls, INC.'s 401(k) plan: 0 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Johnson Controls, INC.

- **Sponsor EIN:** 390380010

- **Sponsor Address:** 5757 N. GREEN BAY AVENUE, MILWAUKEE, WI, 532094408

- **Plan Type:** 401(k)

- **Plan Number:** 023

- **Total Participants:** 0

- **Total Assets:** $7.7B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|0|$7.7B|$0|$0|

| 2024|0|$7.1B|$0|$0|

| 2023|0|$6.6B|$0|$0|

| 2022|0|$6.0B|$0|$0|

## 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|

| STRATEGIC ADVISORS, INC.|Other Service Provider|$2,292,579|—|$2,292,579|

| FIDELITY INVESTMENTS|Other Service Provider|$1,719,415|—|$1,719,415|

| AON INVESTMENTS USA INC.|Other Service Provider|$117,881|—|$117,881|

| AON CONSULTING, INC.|Other Service Provider|$56,675|—|$56,675|

| WIPFLI LLP|Other Service Provider|$50,032|—|$50,032|

| FOLEY & LARDNER LLP|Other Service Provider|$49,036|—|$49,036|

| ALIGHT SOLUTIONS|Other Service Provider|$11,322|—|$11,322|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $4,296,940

- **Estimated Expense Ratio:** 0.056% 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|

| 2025|$4,296,940|$2,292,579|—|$50,032|—|

| 2024|$4,318,660|$2,175,713|—|$95,173|—|

| 2023|$4,129,729|$1,907,428|—|$29,000|—|

| 2022|$5,071,656|$2,165,914|$2,517,560|—|$388,182|

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