# Jpmorgan Chase Bank, National Association 401(k) Plan
Source: https://planprovider.pro/companies/jpmorgan-chase-bank-national-association-134994650-502

> Jpmorgan Chase Bank, National Association's 401(k) plan: 154,963 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jpmorgan Chase Bank, National Association

- **Sponsor EIN:** 134994650

- **Sponsor Address:** 545 WASHINGTON BLVD, JERSEY CITY, NJ, 07310

- **Plan Type:** 401(k)

- **Plan Number:** 502

- **Total Participants:** 154,963

- **Total Assets:** $267.0M

## 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|154,963|$267.0M|$2.2B|$716.9M|

| 2023|151,887|$222.2M|$1.7B|$714.2M|

| 2022|141,682|$213.6M|$1.5B|$668.5M|

## 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|

| CIGNA HEALTH AND LIFE INSURANCE|Recordkeeper|$70,007,263|—|$70,007,263|

| AETNA|Recordkeeper|$34,063,154|—|$34,063,154|

| OHIO COORDINATED CARE INC.|Other Service Provider|$3,786,093|—|$3,786,093|

| NEWTOPIA|Other Service Provider|$2,509,656|—|$2,509,656|

| METROPOLITAN LIFE INSURANCE COMPANY|Other Service Provider|$2,122,217|—|$2,122,217|

| WINFERTILITY|Other Service Provider|$2,067,875|—|$2,067,875|

| INCLUDED HEALTH|Other Service Provider|$1,658,327|—|$1,658,327|

| CIGNA INTERNATIONAL|Recordkeeper|$1,230,720|—|$1,230,720|

| SPRING CARE, INC.|Other Service Provider|$1,006,860|—|$1,006,860|

| FIREFLY HEALTH|Other Service Provider|$57,564|—|$57,564|

| LETSGETCHECKED, INC.|Other Service Provider|$55,000|—|$55,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $118,564,729

- **Estimated Expense Ratio:** 44.410% 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|$117,732,466|—|$117,732,466|—|—|

| 2023|$120,664,724|—|$120,664,611|—|—|

| 2022|$97,006,865|—|$97,006,586|—|—|

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