Plan Snapshot
- Plan Sponsor: Johnson Controls, INC.
- Sponsor EIN: 390380010
- Sponsor Address: 5757 N GREEN BAY AVENUE, MILWAUKEE, WI, 53209
- Plan Type: DB
- Total Participants: 3,012
- Total Assets: $1.4B
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 | 3,012 | $1.4B | $0 | $0 |
| 2023 | 3,318 | $1.6B | $0 | $0 |
| 2022 | 3,999 | $1.7B | $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 |
|---|---|---|---|---|
| AON CONSULTING | NONE | $1,659,911 | — | $1,659,911 |
| ALIGHT SOLUTIONS LLC | NONE | $1,308,500 | — | $1,308,500 |
| WIPFLI LLP | NONE | $51,300 | — | $51,300 |
| FOLEY & LARDNER | NONE | $17,855 | — | $17,855 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — NONE
- ALIGHT SOLUTIONS LLC — NONE
- WIPFLI LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,037,566
- Estimated Expense Ratio: 0.211% 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 | $5,439,548 | — | — | $51,300 | — |
| 2023 | $7,239,828 | — | — | $104,525 | — |
| 2022 | $156,781 | — | — | — | $114,101 |