Plan Snapshot
- Plan Sponsor: Jpmorgan Chase Bank, N.A.
- Sponsor EIN: 043395941
- Sponsor Address: 277 PARK AVENUE, NEW YORK, NY, 10172
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $443.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $443.6M | $0 | $0 |
| 2023 | 0 | $587.0M | $0 | $0 |
| 2022 | 0 | $817.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| BROWN BROTHERS HARRIMAN & CO. | Other Service Provider | $382,701 | — | $382,701 |
| PRICEWATERHOUSECOOPERS LLP (US) | Auditor | $100,100 | — | $100,100 |
| PONTIS SERVICES CAYMAN LTD | Other Service Provider | $25,000 | — | $25,000 |
| CADWALADER, WICKERSHAM, & TAFT LLP | ERISA Attorney | $18,822 | — | $18,822 |
| PRICE WATERHOUSE AND CO LLP IFSC SE | Other Service Provider | $14,872 | — | $14,872 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS LLP (US) — Auditor
- CADWALADER, WICKERSHAM, & TAFT LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $541,495
- Estimated Expense Ratio: 0.122% 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 | $548,000 | — | — | $100,000 | — |
| 2023 | $595,000 | — | — | $85,000 | — |
| 2022 | $703,000 | — | — | — | $642,000 |