Plan Snapshot
- Plan Sponsor: Jpmorgan Chase Bank, National Association
- Sponsor EIN: 134994650
- Sponsor Address: 545 WASHINGTON BLVD, JERSEY CITY, NJ, 07310
- Plan Type: DB
- Total Participants: 78,270
- Total Assets: $16.1B
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 | 78,270 | $16.1B | $0 | $0 |
| 2023 | 83,812 | $16.3B | $0 | $0 |
| 2022 | 90,644 | $14.8B | $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 |
|---|---|---|---|---|
| JPMORGAN CHASE BANK, N.A. | Recordkeeper | $5,392,275 | — | $5,392,275 |
| PACIFIC INVESTMENT MANAGEMENT COMPA | Other Service Provider | $3,670,211 | — | $3,670,211 |
| WELLINGTON MANAGEMENT COMPANY, LLP | Other Service Provider | $2,815,529 | $8,659 | $2,824,188 |
| CANTILLON CAPITAL MANAGEMENT LLC | Other Service Provider | $2,139,506 | — | $2,139,506 |
| PGIM, INC. | Recordkeeper | $2,034,640 | — | $2,034,640 |
| LOOMIS, SAYLES & COMPANY, L.P. | Other Service Provider | $1,956,494 | — | $1,956,494 |
| MERCER | Other Service Provider | $1,566,381 | — | $1,566,381 |
| GENERATION INVESTMENT MGMT U.S. LLP | Other Service Provider | $1,292,518 | — | $1,292,518 |
| METLIFE | Other Service Provider | $1,149,211 | — | $1,149,211 |
| WESTERN ASSET MANAGEMENT CO, LLC | Other Service Provider | $1,089,648 | — | $1,089,648 |
| BLACKROCK INSTITUTIONAL TRUST CO | Other Service Provider | $1,082,438 | — | $1,082,438 |
| EDGEWOOD MANAGEMENT LLC | Other Service Provider | $1,049,053 | $19,636 | $1,068,689 |
| NISA INVESTMENT ADVISORS, LLC | Other Service Provider | $1,034,802 | — | $1,034,802 |
| TRINITY STREET ASSET MANAGEMENT LLP | Other Service Provider | $921,035 | — | $921,035 |
| NEXT CENTURY GROWTH INVESTORS, LLC | Other Service Provider | $883,846 | — | $883,846 |
| HOTCHKISS AND WILEY CAPITAL MANAGEM | Other Service Provider | $840,657 | — | $840,657 |
| YACKTMAN ASSET MANAGEMENT LP | Other Service Provider | $822,333 | — | $822,333 |
| FIRST PACIFIC ADVISORS, LLC | Other Service Provider | $776,706 | — | $776,706 |
| FOCUSED INVESTORS LLC | Other Service Provider | $747,060 | $5,544 | $752,604 |
| RUSSELL INVESTMENTS IMPLEMENTATION | Investment Advisor | $696,876 | — | $696,876 |
| DOUBLELINE CAPITAL LP | Other Service Provider | $671,155 | — | $671,155 |
| T. ROWE PRICE ASSOCIATES, INC. | Other Service Provider | $670,548 | — | $670,548 |
| FACTSET RESEARCH SYSTEMS | Other Service Provider | $661,037 | — | $661,037 |
| BRIGADE CAPITAL MANAGEMENT, LP | Other Service Provider | $656,726 | — | $656,726 |
| TCW ASSET MANAGEMENT COMPANY LLC | Other Service Provider | $644,687 | — | $644,687 |
| DONALD SMITH & CO., INC. | Other Service Provider | $487,478 | $92,624 | $580,102 |
| MONDRIAN INVESTMENT PARTNERS LIMIT | Other Service Provider | $539,808 | — | $539,808 |
| POLUNIN CAPITAL PARTNERS LIMITED | Other Service Provider | $536,258 | — | $536,258 |
| WESTWOOD MANAGEMENT CORP | Other Service Provider | $477,245 | $40,258 | $517,503 |
| HPS | Other Service Provider | $502,376 | — | $502,376 |
| RIVERPARK CAPITAL MANAGEMENT LLC | Other Service Provider | $454,798 | — | $454,798 |
| SOUTHERNSUN ASSET MANAGEMENT LLC | Other Service Provider | $421,198 | — | $421,198 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | Other Service Provider | $386,965 | — | $386,965 |
| NUVEEN ASSET MANAGEMENT | Other Service Provider | $315,781 | — | $315,781 |
| INSIGHT NORTH AMERICA LLC | Other Service Provider | $303,594 | — | $303,594 |
| STATE STREET GLOBAL ADVISORS TRUST | Other Service Provider | $300,000 | — | $300,000 |
| HUBER CAPITAL MANAGEMENT, LLC | Other Service Provider | $295,658 | — | $295,658 |
| GQG INTERNATIONAL EQUITY CIT | Other Service Provider | $287,929 | — | $287,929 |
| ASIA ENVIRONMENTAL PARTNERS | Other Service Provider | $281,776 | — | $281,776 |
| WATER STREET HEALTHCARE PARTNERS II | Other Service Provider | $261,034 | — | $261,034 |
| MERGANSER CAPITAL MANAGEMENT, LLC | Other Service Provider | $256,824 | — | $256,824 |
| KEDAARA CAPITAL INVESTMENT MANAGERS | Other Service Provider | $252,773 | — | $252,773 |
| PRINCIPAL ASSET MANAGEMENT | Investment Advisor | $171,532 | $78,174 | $249,706 |
| DEGROOF PETERCAM ASSET MANAGEMENT S | Other Service Provider | $239,283 | — | $239,283 |
| AMERRA CAPITAL MANAGEMENT LLC | Other Service Provider | $238,162 | — | $238,162 |
| COLUMBIA MANAGEMENT INVESTMENT ADVI | Other Service Provider | $231,814 | — | $231,814 |
| PERFORMANCE VENTURE CAPITAL II, LP | Other Service Provider | $223,571 | — | $223,571 |
| REVOLUTION GROWTH II, LP | Other Service Provider | $193,483 | — | $193,483 |
| EQT SERVICES (UK) LIMITED | Other Service Provider | $178,042 | — | $178,042 |
| ANGELENO GROUP, LLC | Other Service Provider | — | $169,820 | $169,820 |
| BLOOMBERG | Other Service Provider | $160,993 | — | $160,993 |
| DEPRINCE, RACE & ZOLLO, INC. | Other Service Provider | $160,495 | — | $160,495 |
| JENNISON ASSOCIATES LLC | Recordkeeper | $152,771 | — | $152,771 |
| ANDERSEN TAX | Other Service Provider | $144,869 | — | $144,869 |
| PEAK ROCK CAPITAL FUND LP | Other Service Provider | $126,239 | — | $126,239 |
| ZMC PARTNERS II, LLC | Other Service Provider | $119,559 | — | $119,559 |
| PATRIA INFRASTRUCTURE II GP, LTD | Other Service Provider | $104,637 | — | $104,637 |
| ABEL NOSER SOLUTIONS LLC | Other Service Provider | $77,057 | — | $77,057 |
| LEXISNEXIS RISK SOLUTIONS FL INC. | Other Service Provider | $71,611 | — | $71,611 |
| LEEDS EQUITY PARTNERS V, LP | Other Service Provider | $64,957 | — | $64,957 |
| VULCAN VALUE PARTNERS | Other Service Provider | $57,291 | $4,518 | $61,809 |
| FINANCIAL RECOVERY TECHNOLOGIES | Other Service Provider | $50,114 | — | $50,114 |
| ALTERITY GROUP, LLC | Other Service Provider | $45,000 | — | $45,000 |
| QDRO CONSULTANTS CO, LLC | Other Service Provider | $35,650 | — | $35,650 |
| ARCH CAPITAL MANAGEMENT CO. LIMITED | Other Service Provider | $31,767 | — | $31,767 |
| EVESTMENT ALLIANCE LLC | Other Service Provider | $31,655 | — | $31,655 |
| GOLDMAN SACHS ASSET MANAGEMENT, LP | Investment Advisor | $31,618 | — | $31,618 |
| PRICEWATERHOUSE COOPERS | Other Service Provider | $31,034 | — | $31,034 |
| DUNE REAL ESTATE PARTNERS LP | Other Service Provider | $27,728 | — | $27,728 |
| MAYER BROWN LLP | ERISA Attorney | $27,067 | — | $27,067 |
| HINES INDIA FUND LP | Other Service Provider | $20,987 | — | $20,987 |
| NAVIS CAPITAL PARTNERS | Other Service Provider | $17,101 | — | $17,101 |
| MORGAN STANLEY CAPITAL INTL | Recordkeeper | $16,047 | — | $16,047 |
| KPMG LLP | Auditor | $14,540 | — | $14,540 |
| S&P GLOBAL LIMITED | Other Service Provider | $12,500 | — | $12,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN CHASE BANK, N.A. — Recordkeeper
- PGIM, INC. — Recordkeeper
- RUSSELL INVESTMENTS IMPLEMENTATION — Investment Advisor
- PRINCIPAL ASSET MANAGEMENT — Investment Advisor
- JENNISON ASSOCIATES LLC — Recordkeeper
- GOLDMAN SACHS ASSET MANAGEMENT, LP — Investment Advisor
- MAYER BROWN LLP — ERISA Attorney
- MORGAN STANLEY CAPITAL INTL — Recordkeeper
- KPMG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,155,274
- Estimated Expense Ratio: 0.281% 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 | $27,755,454 | -$3,130,778 | — | — | — |
| 2023 | $72,423,931 | $42,317,403 | — | — | — |
| 2022 | $70,514,242 | $39,068,693 | — | — | $1,891,958 |