AUMdb

Johnson Controls Federal Systems, Inc. Retirement Savings Plan

Sponsored by Johnson Controls Federal Systems, Inc · EIN 201279541 · Plan #001

Total assets
$152M
Net assets
$152M
Active participants
905
With balances
1,051

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) $42,195
Fidelity Invest. Inst. Opr. Co. Participant loan processing, Recordkeeping fees, Account maintenance fees $36,223
Wipfli Llp Consulting (general) $21,050
Foley & Lardner Llp Consulting (general) $17,435
Aon Consulting Consulting (general) $14,357