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 |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT COMPANY, LLP | Other Service Provider | $6,340,829 | — | $6,340,829 |
| BLACKROCK INST TRUST CO., N.A. | Other Service Provider | $3,458,216 | — | $3,458,216 |
| COLUMBIA MNGMNT INV ADVISERS, LLC | Other Service Provider | $2,735,065 | — | $2,735,065 |
| JENNISON ASSOCIATES, LLC | Recordkeeper | $2,481,651 | — | $2,481,651 |
| T. ROWE PRICE ASSOCIATES, INC. | Other Service Provider | $2,193,265 | — | $2,193,265 |
| CAUSEWAY CAPITAL MGMT | Other Service Provider | $1,479,676 | — | $1,479,676 |
| PIMCO | Other Service Provider | $1,372,564 | — | $1,372,564 |
| JPMORGAN CHASE BANK, N.A. | Recordkeeper | $1,292,297 | — | $1,292,297 |
| MERCER | Other Service Provider | $236,436 | — | $236,436 |
| FIDUCIARY COUNSELORS INC. | Other Service Provider | $125,000 | — | $125,000 |
| QDRO CONSULTANTS CO, LLC | Other Service Provider | $69,950 | — | $69,950 |
| ALTERITY GROUP LLC | Other Service Provider | $35,000 | — | $35,000 |
| FINANCIAL RECOVERY TECHNOLOGIES LLC | Other Service Provider | $17,386 | — | $17,386 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JENNISON ASSOCIATES, LLC — Recordkeeper
- JPMORGAN CHASE BANK, N.A. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,837,335
- Estimated Expense Ratio: 0.041% 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 | $21,837,335 | $20,061,266 | — | — | — |
| 2023 | $18,677,845 | $17,348,364 | — | — | — |
| 2022 | $18,307,067 | $17,009,638 | — | — | $1,297,429 |