# Jetblue Airways Corporation 401(k) Plan Source: https://planprovider.pro/companies/jetblue-airways-corporation-401k-plan > Jetblue Airways Corporation's 401(k) plan: 23,089 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## 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|NONE|$1,266,296|—|$1,266,296| | BDO USA, P.C.|Auditor|$138,345|—|$138,345| | MORGAN LEWIS & BOCKIUS LLP|NONE|$138,345|—|$138,345| | MERCER INVESTMENT CONSULTING INC|NONE|$120,354|—|$120,354| | SMITH ANGLIN FINANCIAL LLC|NONE|$87,602|—|$87,602| | FISHER INVESTMENTS|NONE|$82,002|—|$82,002| | MORNINGSTAR INVESTMENT SERVICE|NONE|$69,275|—|$69,275| | O'HAGAN GROUP INC|NONE|$49,738|—|$49,738| | SINGER WEALTH ADVISORS LLC|NONE|$44,277|—|$44,277| | CHARLES SCHWAB & CO., INC.|NONE|$43,694|—|$43,694| | WELLINGTON WEALTH STRATEGIES|NONE|$33,858|—|$33,858| | CREATIVE PLANNING LLC|NONE|$29,896|—|$29,896| | DAKOTA WEALTH LLC|NONE|$28,202|—|$28,202| | SEASCAPE CAPITAL MANAGEMENT|NONE|$27,232|—|$27,232| | WOODLEY FARRA MANION PORTFOLIO|NONE|$25,535|—|$25,535| | MITCHELL ADVISORY INC|NONE|$23,946|—|$23,946| | PARSONS CAPITAL MGMT LLC|NONE|$22,614|—|$22,614| | MOUNTAIN CAPITAL INVESTMENT AD|NONE|$20,175|—|$20,175| | IHT WEALTH MANAGEMENT LLC|NONE|$18,475|—|$18,475| | KRILOGY FINANCIAL LLC|NONE|$18,335|—|$18,335| | HBW ADVISORY SERVICES|NONE|$17,114|—|$17,114| | ALLGEN FINANCIAL ADVISORS INC|NONE|$16,236|—|$16,236| | TOTAL INVESTMENT MANAGEMENT IN|NONE|$15,410|—|$15,410| | SOLITUDE FINANCIAL SERVICES|NONE|$15,245|—|$15,245| | PAULSON WEALTH MANAGEMENT INC|NONE|$14,959|—|$14,959| | CERITY PARTNERS LLC|NONE|$14,158|—|$14,158| | DYNAMIC WEALTH ADVISORS|NONE|$14,084|—|$14,084| | SYMPHONY FINANCIAL LTD. CO|NONE|$13,984|—|$13,984| | REVERE ASSET MANAGEMENT INC|NONE|$12,255|—|$12,255| | ENVESTNET ASSET MANAGEMENT INC|NONE|$12,162|—|$12,162| | AMERITAS ADVISORY SERVICES LLC|NONE|$11,050|—|$11,050| | DRIVEN INVESTMENTS LLC|NONE|$10,393|—|$10,393| | CORNERSTONE WEALTH GROUP LLC|NONE|$9,948|—|$9,948| | JOHNSON INVESTMENT COUNSEL INC|NONE|$9,882|—|$9,882| | COLLINS WEALTH MANAGEMENT INC|NONE|$9,652|—|$9,652| | ONE DAY IN JULY LLC|NONE|$9,046|—|$9,046| | DELTA INVESTMENT MANAGEMENT LL|NONE|$8,389|—|$8,389| | CWM LLC|NONE|$8,202|—|$8,202| | ONE WEALTH CAPITAL|NONE|$8,013|—|$8,013| | QDRO CONSULTANTS COMPANY, LLC|NONE|$7,800|—|$7,800| | ALLWORTH FINANCIAL LP|NONE|$6,897|—|$6,897| | EP WEALTH ADVISORS, LLC|NONE|$6,829|—|$6,829| | WILLIAMS JONES WEALTH MANAGEME|NONE|$6,810|—|$6,810| | WITHUM WEALTH MANAGEMENT|NONE|$6,531|—|$6,531| | NOTTINGHAM ADVISORS INC|NONE|$6,332|—|$6,332| | KNIGHTSBRIDGE ASSET MGMT LLC|NONE|$6,102|—|$6,102| | WEALTH ENHANCEMENT ADVISORY SE|NONE|$5,664|—|$5,664| | SAINT FRANCIS CAPITAL LLC|NONE|$5,399|—|$5,399| | CEDRUS LLC|NONE|$5,337|—|$5,337| | THE PATRIOT FINANCIAL GROUP|NONE|$5,328|—|$5,328| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor - [FISHER INVESTMENTS](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE - [O'HAGAN GROUP INC](https://planprovider.pro/provider/ohagan-group-inc) — NONE - [SINGER WEALTH ADVISORS LLC](https://planprovider.pro/provider/singer-wealth-advisors-llc) — NONE - [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE - [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — NONE - [SOLITUDE FINANCIAL SERVICES](https://planprovider.pro/provider/solitude-financial-services-inc) — NONE - [AMERITAS ADVISORY SERVICES LLC](https://planprovider.pro/provider/ameritas-retirement-plans) — NONE - [CWM LLC](https://planprovider.pro/provider/carson-wealth-management-group) — NONE ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $2,587,407 - **Estimated Expense Ratio:** 0.048% 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| ## Similar Plans - [Atlas Air, INC.](https://planprovider.pro/companies/atlas-air-inc-401k-plan) — 4,621 participants - [Lufthansa German Airlines](https://planprovider.pro/companies/lufthansa-german-airlines-401k-plan) — 1,858 participants - [Wheels Up Partners LLC](https://planprovider.pro/companies/wheels-up-partners-llc-401k-plan) — 1,447 participants - [British Airways PLC](https://planprovider.pro/companies/british-airways-plc-401k-plan) — 1,196 participants - [Jetblue Airways Corporation](https://planprovider.pro/companies/jetblue-airways-corporation-plan) — 723 participants - [Societe Air France D/B/A Air France Usa](https://planprovider.pro/companies/air-france-401k-plan) — 346 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jetblue-airways-corporation-401k-plan) © 2026 PlanProvider.Pro