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

> Jpmorgan Chase Bank, National Association's 401(k) plan: 185,310 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)

- **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|NONE|$6,340,829|—|$6,340,829|

| BLACKROCK INST TRUST CO., N.A.|NONE|$3,458,216|—|$3,458,216|

| COLUMBIA MNGMNT INV ADVISERS, LLC|NONE|$2,735,065|—|$2,735,065|

| JENNISON ASSOCIATES, LLC|NONE|$2,481,651|—|$2,481,651|

| T. ROWE PRICE ASSOCIATES, INC.|NONE|$2,193,265|—|$2,193,265|

| CAUSEWAY CAPITAL MGMT|NONE|$1,479,676|—|$1,479,676|

| PIMCO|NONE|$1,372,564|—|$1,372,564|

| JPMORGAN CHASE BANK, N.A.|PLAN SPONSOR|$1,292,297|—|$1,292,297|

| MERCER|NONE|$236,436|—|$236,436|

| FIDUCIARY COUNSELORS INC.|NONE|$125,000|—|$125,000|

| QDRO CONSULTANTS CO, LLC|NONE|$69,950|—|$69,950|

| ALTERITY GROUP LLC|NONE|$35,000|—|$35,000|

| FINANCIAL RECOVERY TECHNOLOGIES LLC|NONE|$17,386|—|$17,386|

| MEADEN & MOORE, LTD|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JENNISON ASSOCIATES, LLC](https://planprovider.pro/provider/alight-solutions) — NONE

- [JPMORGAN CHASE BANK, N.A.](https://planprovider.pro/provider/jp-morgan-asset-management) — PLAN SPONSOR

- [MEADEN & MOORE, LTD](https://planprovider.pro/provider/meaden-and-moore-ltd) — Auditor

## 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jpmorgan-chase-bank-national-association-401k-plan)

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