Original filing (PDF)20241119104809NAL0002285713001

JOHNSON CONTROLS, INC.

Name: JOHNSON CONTROLS, INC. — JOHNSON CONTROLS SELECT HOURLY RETIREMENT SAVINGS AND INVESTMENT PLAN, Form 5500 (2023)
Creator: JOHNSON CONTROLS, INC.

Form 5500

FILING_RECEIVED

JOHNSON CONTROLS SELECT HOURLY RETIREMENT SAVINGS AND INVESTMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

100

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHNSON CONTROLS, INC..

Plan sponsor

Name

JOHNSON CONTROLS, INC.

EIN

39-0380010

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

011

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-04-30

Filed

2024-11-19

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)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVEST. INST. OPR. CO.	04-2647786	—	RECORDKEEPER	$184K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$29K	—
WIPFLI LLP	39-0758449	—	CONSULTANT	$21K	—
FOLEY & LARDNER LLP	39-0473800	—	CONSULTANT	$16K	—

Investments

1 pooled fund· $0

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.