Plan Ledger DOL Form 5500 · updated monthly

Johnson Controls Federal Systems, Inc401(k)

JOHNSON CONTROLS FEDERAL SYSTEMS, INC. RETIREMENT SAVINGS PLAN · MILWAUKEE, WI · plan year 2025

Reported admin expense ratio · 2025
0.07%

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

Johnson Controls Federal Systems, Inc reported $124,489 in plan administrative expenses for 2025: 0.07% of average plan assets, below the peer median. Employer contributions averaged $5,179 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 0.13% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other manufacturing employers. By assets it is the 144th-largest of 1,936 plans among Wisconsin employers on file, and the 1,238th of 13,661 in manufacturing. In 2025, employees put in $1.91 for every $1.00 the employer contributed; active participation has grown from 819 to 939 since 2022.

Plan summary
Net assets, end of year$183,185,004
Participants with balances1,096
Active participants939
Employer contributions$4,863,219
Employee contributions$9,304,955
Employer contribution per active participant$5,179
Average account balance$167,140
Benefits paid to participants$11,188,554
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history4
Yearassets · accounts · employer contribution
2025$183.2M · 1,096 accts · $4.9M emplr
2024$152.3M · 1,051 accts · $5.7M emplr
2023$133.2M · 1,003 accts · $5.0M emplr
2022$115.8M · 933 accts · $4.8M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$38,940
Investment management$48,812
Audit (IQPA)$23,956
Total administrative$124,489
The Johnson Controls Federal Systems, Inc 401(k) match · 2025
Employer contribution per active participant$5,179
Median for plans this size$4,093
2025$5,179 per active participant
2024$6,283 per active participant
2023$5,757 per active participant
2022$5,914 per active participant

Johnson Controls Federal Systems, Inc's 2025 employer contribution ran above the $4,093 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.

Service providers · 20254
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$48,812
FIDELITY INVEST. INST. OPR. CO. · Loan processing$38,940
WIPFLI LLP · Consulting$23,956
FOLEY & LARDNER LLP · Consulting$8,773

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$124,489 · 0.07%
2024$136,644 · 0.10%
2023$96,087 · 0.08%
2022$169,730 · 0.13%
Similar plansManufacturing · Wisconsin
Springs Window Fashions, LLC WI$185.6M · 0.12%
Belmark, Inc. WI$184.2M · 0.25%
Rockline Industries, Inc. WI$178.2M · 0.13%
Plastic Ingenuity, Inc. WI$178.2M · 0.13%
Douglas Dynamics, L.L.C. WI$177.8M · 0.17%
Discovery Energy LLC WI$177.6M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201279541 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.