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 |
|---|---|---|---|---|
| FAW CASSON & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FAW CASSON & CO., LLP — 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 | $27,755,454 | -$3,130,778 | — | — | — |
| 2023 | $72,423,931 | $42,317,403 | — | — | — |
| 2022 | $70,514,242 | $39,068,693 | — | — | $1,891,958 |