Jennifer Thoma signed Johnson Controls, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Johnson Controls, Inc.'s EIN is 39-0380010.
Download the official 2024 Form 5500 (PDF) for Johnson Controls, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Johnson Controls, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVEST INST OPR CO. | 04-2647786 | — | RECORDKEEPER | $1.5M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $2.1M |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in master trust] | Other | — | — | $6.9B | 96.5% | |
| JCI DEFINED CONTRIBUTION PLAN TRUST JOHNSON CONTROLS, INC. · EIN 39-0380010 / PN 023 | Master Trust | — | — | $6.9B | 96.5% |
| — |
| AON HEWITT INVESTMENT CONSULTING | 36-3109431 | — | CONSULTANT | $105K | — |
| FOLEY & LARDNER LLP | 39-0473800 | — | CONSULTANT | $72K | — |
| ALIGHT SOLUTIONS | 82-1061233 | — | CONSULTANT | $31K | — |
| AON CONSULTING, INC. | 22-2232264 | — | CONSULTANT | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI LLP | 39-0758449 | — | ACCOUNTANT | $53K | — |
