Plan Snapshot
- Plan Sponsor: Jetblue Airways Corporation
- Sponsor EIN: 870617894
- Sponsor Address: 27-01 QUEENS PLAZA NORTH 7TH FLOOR, LONG ISLAND CITY, NY, 11101
- Plan Type: 401(k)
- Total Participants: 23,089
- Total Assets: $5.4B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 23,089 | $5.4B | $241.4M | $156.0M |
| 2023 | 24,252 | $4.6B | $246.5M | $143.8M |
| 2022 | 24,195 | $3.7B | $228.9M | $129.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | Other Service Provider | $1,266,296 | — | $1,266,296 |
| MORGAN LEWIS & BOCKIUS LLP | Other Service Provider | $138,345 | — | $138,345 |
| MERCER INVESTMENT CONSULTING INC | Other Service Provider | $120,354 | — | $120,354 |
| SMITH ANGLIN FINANCIAL LLC | Other Service Provider | $87,602 | — | $87,602 |
| FISHER INVESTMENTS | Recordkeeper | $82,002 | — | $82,002 |
| MORNINGSTAR INVESTMENT SERVICE | Other Service Provider | $69,275 | — | $69,275 |
| O'HAGAN GROUP INC | Investment Advisor | $49,738 | — | $49,738 |
| SINGER WEALTH ADVISORS LLC | Investment Advisor | $44,277 | — | $44,277 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $43,694 | — | $43,694 |
| WELLINGTON WEALTH STRATEGIES | Other Service Provider | $33,858 | — | $33,858 |
| CREATIVE PLANNING LLC | Investment Advisor | $29,896 | — | $29,896 |
| DAKOTA WEALTH LLC | Other Service Provider | $28,202 | — | $28,202 |
| SEASCAPE CAPITAL MANAGEMENT | Other Service Provider | $27,232 | — | $27,232 |
| WOODLEY FARRA MANION PORTFOLIO | Other Service Provider | $25,535 | — | $25,535 |
| MITCHELL ADVISORY INC | Other Service Provider | $23,946 | — | $23,946 |
| PARSONS CAPITAL MGMT LLC | Other Service Provider | $22,614 | — | $22,614 |
| MOUNTAIN CAPITAL INVESTMENT AD | Other Service Provider | $20,175 | — | $20,175 |
| IHT WEALTH MANAGEMENT LLC | Other Service Provider | $18,475 | — | $18,475 |
| KRILOGY FINANCIAL LLC | Other Service Provider | $18,335 | — | $18,335 |
| HBW ADVISORY SERVICES | Other Service Provider | $17,114 | — | $17,114 |
| ALLGEN FINANCIAL ADVISORS INC | Other Service Provider | $16,236 | — | $16,236 |
| TOTAL INVESTMENT MANAGEMENT IN | Other Service Provider | $15,410 | — | $15,410 |
| SOLITUDE FINANCIAL SERVICES | Investment Advisor | $15,245 | — | $15,245 |
| PAULSON WEALTH MANAGEMENT INC | Other Service Provider | $14,959 | — | $14,959 |
| CERITY PARTNERS LLC | Other Service Provider | $14,158 | — | $14,158 |
| DYNAMIC WEALTH ADVISORS | Other Service Provider | $14,084 | — | $14,084 |
| SYMPHONY FINANCIAL LTD. CO | Other Service Provider | $13,984 | — | $13,984 |
| REVERE ASSET MANAGEMENT INC | Other Service Provider | $12,255 | — | $12,255 |
| ENVESTNET ASSET MANAGEMENT INC | Other Service Provider | $12,162 | — | $12,162 |
| AMERITAS ADVISORY SERVICES LLC | Recordkeeper | $11,050 | — | $11,050 |
| DRIVEN INVESTMENTS LLC | Other Service Provider | $10,393 | — | $10,393 |
| CORNERSTONE WEALTH GROUP LLC | Other Service Provider | $9,948 | — | $9,948 |
| JOHNSON INVESTMENT COUNSEL INC | Other Service Provider | $9,882 | — | $9,882 |
| COLLINS WEALTH MANAGEMENT INC | Other Service Provider | $9,652 | — | $9,652 |
| ONE DAY IN JULY LLC | Other Service Provider | $9,046 | — | $9,046 |
| DELTA INVESTMENT MANAGEMENT LL | Other Service Provider | $8,389 | — | $8,389 |
| CWM LLC | Investment Advisor | $8,202 | — | $8,202 |
| ONE WEALTH CAPITAL | Other Service Provider | $8,013 | — | $8,013 |
| QDRO CONSULTANTS COMPANY, LLC | Other Service Provider | $7,800 | — | $7,800 |
| ALLWORTH FINANCIAL LP | Other Service Provider | $6,897 | — | $6,897 |
| EP WEALTH ADVISORS, LLC | Other Service Provider | $6,829 | — | $6,829 |
| WILLIAMS JONES WEALTH MANAGEME | Other Service Provider | $6,810 | — | $6,810 |
| WITHUM WEALTH MANAGEMENT | Other Service Provider | $6,531 | — | $6,531 |
| NOTTINGHAM ADVISORS INC | Other Service Provider | $6,332 | — | $6,332 |
| KNIGHTSBRIDGE ASSET MGMT LLC | Other Service Provider | $6,102 | — | $6,102 |
| WEALTH ENHANCEMENT ADVISORY SE | Other Service Provider | $5,664 | — | $5,664 |
| SAINT FRANCIS CAPITAL LLC | Other Service Provider | $5,399 | — | $5,399 |
| CEDRUS LLC | Other Service Provider | $5,337 | — | $5,337 |
| THE PATRIOT FINANCIAL GROUP | Other Service Provider | $5,328 | — | $5,328 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FISHER INVESTMENTS — Recordkeeper
- O'HAGAN GROUP INC — Investment Advisor
- SINGER WEALTH ADVISORS LLC — Investment Advisor
- CHARLES SCHWAB & CO., INC. — Recordkeeper
- CREATIVE PLANNING LLC — Investment Advisor
- SOLITUDE FINANCIAL SERVICES — Investment Advisor
- AMERITAS ADVISORY SERVICES LLC — Recordkeeper
- CWM LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,449,062
- Estimated Expense Ratio: 0.045% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,532,794 | $120,354 | — | $138,345 | — |
| 2023 | $1,479,175 | $117,471 | — | — | — |
| 2022 | $1,547,506 | — | — | — | $176,677 |