Plan Ledger DOL Form 5500 · updated monthly

Johnson Controls de Puerto Rico Inc.DC plan

JOHNSON CONTROLS DE PUERTO RICO, INC. SAVINGS AND INVESTMENT PLAN · CAROLINA, PR · plan year 2025

Reported admin expense ratio · 2025
0.01%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Johnson Controls de Puerto Rico Inc. reported $2,117 in plan administrative expenses for 2025: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,021 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.07% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 64th-largest of 323 plans among PR employers on file, and the 5,555th of 13,661 in manufacturing. In 2025, employees put in $1.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,060,167
Participants with balances140
Active participants77
Employer contributions$232,651
Employee contributions$371,351
Employer contribution per active participant$3,021
Average account balance$157,573
Benefits paid to participants$730,170
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history4
Yearassets · accounts · employer contribution
2025$22.1M · 140 accts · $233K emplr
2024$19.1M · 144 accts · $214K emplr
2023$17.2M · 151 accts · $234K emplr
2022$15.2M · 156 accts · $177K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$605
Investment management$1,512
Total administrative$2,117
Employer contributions to the Johnson Controls de Puerto Rico Inc. plan · 2025
Employer contribution per active participant$3,021
Median for plans this size$2,666
2025$3,021 per active participant
2024$2,967 per active participant
2023$3,083 per active participant
2022$2,356 per active participant

Johnson Controls de Puerto Rico Inc.'s 2025 employer contribution ran above the $2,666 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2025$2,117 · 0.01%
2024$2,207 · 0.01%
2023$3,921 · 0.02%
2022$11,751 · 0.07%
Similar plansManufacturing · PR
Mylan LLC PR$26.1M · 0.01%
Bacardi Corporation PR$23.9M · 0.07%
Holsum de Puerto Rico, Inc. PR$22.8M · 0.04%
Auro Pr Inc. PR$20.6M · 0.29%
Suiza Dairy Corp. PR$20.2M · 0.11%
Henkel Puerto Rico, Inc. PR$20.0M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660533700 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.