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: 569
- Total Participants: 2,208
- Total Assets: $25.5M
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. |
|---|---|---|---|---|
| 2024 | 2,208 | $25.5M | $0 | $1.8M |
| 2023 | 2,290 | $25.5M | $0 | $2.3M |
| 2022 | 2,376 | $27.9M | $0 | $2.6M |
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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ILLINOIS | Other Service Provider | $54,363 | — | $54,363 |
| BLACKROCK, INC. | Other Service Provider | $7,557 | — | $7,557 |
| EXPRESS SCRIPTS | Other Service Provider | $5,727 | — | $5,727 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,647
- Estimated Expense Ratio: 0.265% 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 | $71,484 | $7,557 | $60,090 | — | — |
| 2023 | $85,034 | $562 | $80,198 | — | — |
| 2022 | $162,771 | — | — | — | $162,771 |