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)
- Total Participants: 185,310
- Total Assets: $52.9B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 185,310 | $52.9B | $1.3B | $1.7B |
| 2023 | 185,180 | $44.6B | $1.1B | $1.5B |
| 2022 | 176,168 | $36.8B | $973.9M | $1.4B |
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 |
|---|---|---|---|---|
| MEADEN & MOORE, LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEADEN & MOORE, LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $21,837,335 | $20,061,266 | — | — | — |
| 2023 | $18,677,845 | $17,348,364 | — | — | — |
| 2022 | $18,307,067 | $17,009,638 | — | — | $1,297,429 |