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Original filing (PDF)20250716095456NAL0002299315001
JOHNSON CONTROLS FEDERAL SYSTEMS, INC
Form 5500
FILING_RECEIVED
JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
905
Accounts w/ balance
1,051
Plan assets (EOY)
$152.3M
Net assets (EOY)
$152.3M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "LARGE CAP EQ S&P 500 IDX" is 32% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHNSON CONTROLS FEDERAL SYSTEMS, INC.
Plan sponsor
Name
JOHNSON CONTROLS FEDERAL SYSTEMS, INC
EIN
20-1279541
Address
5757 N GREEN BAY AVENUE · MILWAUKEE, WI · 532094408
Phone
(414) 524-1200
Industry
Manufacturingsee all
Plan administrator
Name
EMPLOYEE BENEFITS POLICY COMMITTEE
EIN
39-0380010
City
MILWAUKEE, WI
Phone
(414) 524-1200
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVEST. INST. OPR. CO. | 04-2647786 | — | RECORDKEEPER | $36K | — |
Advisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $42K | — |
| WIPFLI LLP | 39-0758449 | — | CONSULTANT | $21K | — |
| FOLEY & LARDNER LLP | 39-0473800 | — | CONSULTANT | $17K | — |
| AON CONSULTING | 22-2232264 | — | CONSULTANT | $14K | — |
Investments
26 direct securities · 1 pooled fund· $281.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Master Trust
$145.0M
1 holding
Uncategorized
$136.4M
26 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JCI DEFINED CONTRIBUTION PLAN TRUST JOHNSON CONTROLS, INC. · EIN 39-0380010 / PN 023 | Master Trust | — | — | $145.0M | 95.2% | |
| LARGE CAP EQ S&P 500 IDX | — | — | — | $46.2M | 30.3% | |
| MONEY MARKET FUND | — | — | — | $10.7M | 7.0% | |
| TARGET RET INCOME | — | — | — | $8.9M | 5.8% | |
| TARGET RET 2035 | — | — | — | $8.5M | 5.6% | |
| JCI PLC STOCK FUND | — | — | — | $7.8M | 5.1% | |
| FIXED INCOME US BOND | — | — | — | $6.5M | 4.3% | |
| TARGET RET 2040 | — | — | — | $6.5M | 4.3% | |
| TARGET RET 2045 | — | — | — | $5.8M | 3.8% | |
| MID-CAP EQUITY GROWTH FUND | — | — | — | $4.4M | 2.9% | |
| TARGET RET 2050 | — | — | — | $4.2M | 2.8% | |
| MID CAP EQ IDX | — | — | — | $4.1M | 2.7% | |
| INTERNATIONAL EQUITY GROWTH FUND | — | — | — | $3.9M | 2.6% | |
| TARGET RET 2055 | — | — | — | $3.0M | 1.9% | |
| INTERNATIONAL EQUITY VALUE FUND | — | — | — | $2.6M | 1.7% | |
| MID-CAP EQUITY VALUE FUND | — | — | — | $2.3M | 1.5% | |
| SMALL CAP EQ IDX | — | — | — | $2.1M | 1.4% | |
| SMALL CAP EQUITY GROWTH FUND | — | — | — | $2.1M | 1.4% | |
| INTERNATIONAL EQUITY | — | — | — | $1.8M | 1.2% | |
| TARGET RET 2060 | — | — | — | $1.7M | 1.1% | |
| FIXED INCOME ST BOND | — | — | — | $1.2M | 0.8% | |
| SMALL CAP EQUITY VALUE FUND | — | — | — | $1.0M | 0.7% | |
| REAL ASSETS FUND | — | — | — | $470K | 0.3% | |
| SUST PASSIVE GLB EQ | — | — | — | $180K | 0.1% | |
| ADIENT STOCK FUND | — | — | — | $130K | <0.1% | |
| SUST ACTIVE US BOND | — | — | — | $100K | <0.1% | |
| TARGET RET 2025 | — | — | — | $0 | <0.1% |
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