Original filing (PDF)20250623100458NAL0015135586001

JOHNSON CONTROLS DE PUERTO RICO INC.

Name: JOHNSON CONTROLS DE PUERTO RICO INC. — JOHNSON CONTROLS DE PUERTO RICO, INC. SAVINGS AND INVESTMENT PLAN, Form 5500 (2024)
Creator: JOHNSON CONTROLS DE PUERTO RICO INC.

Form 5500

FILING_RECEIVED

JOHNSON CONTROLS DE PUERTO RICO, INC. SAVINGS AND INVESTMENT PLAN

Defined-contribution retirement plan

Signals · 1

45% in single holding

Active participants

Accounts w/ balance

144

Plan assets (EOY)

$19.1M

Net assets (EOY)

$19.1M

How this plan invests

This plan

19 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

Decision-maker contacts

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

Plan sponsor

Name

JOHNSON CONTROLS DE PUERTO RICO INC.

EIN

66-0533700

Address

P.O. BOX 3419 · CAROLINA, PR · 00984

Phone

(787) 620-5288

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-23

Pension benefit codes

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

WIPFLI LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

19 direct securities· $18.9M(99% of reported assets)

Uncategorized

$18.7M

18 holdings

Participant loans

$198K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Freedom 2065 Fund K6 ** 211 * Fidelity 500 Index Fund	—	—	—	$8.5M	44.6%
Vanguard Federal Money Market Fund	—	—	—	$1.4M	7.6%
Fidelity Freedom 2040 Fund K6	—	—

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