Johnson Controls Retirement Savings And Investment Plan
Sponsored by Johnson Controls, Inc. · EIN 390380010 · Plan #026
- Total assets
- $7.2B
- Net assets
- $7.2B
- Active participants
- 34,487
- With balances
- 48,564
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $2,104,144 |
| Fidelity Invest Inst Opr Co. | Participant loan processing, Recordkeeping fees, Account maintenance fees | $1,528,309 |
| Aon Hewitt Investment Consulting | Consulting (general) | $104,772 |
| Foley & Lardner Llp | Consulting (general) | $72,295 |
| Wipfli Llp | Consulting (general) | $53,123 |
| Alight Solutions | Consulting (general) | $31,222 |
| Aon Consulting, Inc. | Consulting (general) | $27,831 |