# Jpmorgan Chase Bank, National Association DB Plan
Source: https://planprovider.pro/companies/jpmorgan-chase-bank-national-association-plan-001

> Jpmorgan Chase Bank, National Association's DB plan: 78,270 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:** 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.|PLAN SPONSOR|$5,392,275|—|$5,392,275|

| PACIFIC INVESTMENT MANAGEMENT COMPA|NONE|$3,670,211|—|$3,670,211|

| WELLINGTON MANAGEMENT COMPANY, LLP|NONE|$2,815,529|$8,659|$2,824,188|

| CANTILLON CAPITAL MANAGEMENT LLC|NONE|$2,139,506|—|$2,139,506|

| PGIM, INC.|NONE|$2,034,640|—|$2,034,640|

| LOOMIS, SAYLES & COMPANY, L.P.|NONE|$1,956,494|—|$1,956,494|

| MERCER|NONE|$1,566,381|—|$1,566,381|

| GENERATION INVESTMENT MGMT U.S. LLP|NONE|$1,292,518|—|$1,292,518|

| METLIFE|NONE|$1,149,211|—|$1,149,211|

| WESTERN ASSET MANAGEMENT CO, LLC|NONE|$1,089,648|—|$1,089,648|

| BLACKROCK INSTITUTIONAL TRUST CO|NONE|$1,082,438|—|$1,082,438|

| EDGEWOOD MANAGEMENT LLC|NONE|$1,049,053|$19,636|$1,068,689|

| NISA INVESTMENT ADVISORS, LLC|NONE|$1,034,802|—|$1,034,802|

| TRINITY STREET ASSET MANAGEMENT LLP|NONE|$921,035|—|$921,035|

| NEXT CENTURY GROWTH INVESTORS, LLC|NONE|$883,846|—|$883,846|

| HOTCHKISS AND WILEY CAPITAL MANAGEM|NONE|$840,657|—|$840,657|

| YACKTMAN ASSET MANAGEMENT LP|NONE|$822,333|—|$822,333|

| FIRST PACIFIC ADVISORS, LLC|NONE|$776,706|—|$776,706|

| FOCUSED INVESTORS LLC|NONE|$747,060|$5,544|$752,604|

| RUSSELL INVESTMENTS IMPLEMENTATION|NONE|$696,876|—|$696,876|

| DOUBLELINE CAPITAL LP|NONE|$671,155|—|$671,155|

| T. ROWE PRICE ASSOCIATES, INC.|NONE|$670,548|—|$670,548|

| FACTSET RESEARCH SYSTEMS|NONE|$661,037|—|$661,037|

| BRIGADE CAPITAL MANAGEMENT, LP|NONE|$656,726|—|$656,726|

| TCW ASSET MANAGEMENT COMPANY LLC|NONE|$644,687|—|$644,687|

| DONALD SMITH & CO., INC.|NONE|$487,478|$92,624|$580,102|

| MONDRIAN INVESTMENT PARTNERS LIMIT|NONE|$539,808|—|$539,808|

| POLUNIN CAPITAL PARTNERS LIMITED|NONE|$536,258|—|$536,258|

| WESTWOOD MANAGEMENT CORP|NONE|$477,245|$40,258|$517,503|

| HPS|NONE|$502,376|—|$502,376|

| RIVERPARK CAPITAL MANAGEMENT LLC|NONE|$454,798|—|$454,798|

| SOUTHERNSUN ASSET MANAGEMENT LLC|NONE|$421,198|—|$421,198|

| CAUSEWAY CAPITAL MANAGEMENT LLC|NONE|$386,965|—|$386,965|

| NUVEEN ASSET MANAGEMENT|NONE|$315,781|—|$315,781|

| INSIGHT NORTH AMERICA LLC|NONE|$303,594|—|$303,594|

| STATE STREET GLOBAL ADVISORS TRUST|NONE|$300,000|—|$300,000|

| HUBER CAPITAL MANAGEMENT, LLC|NONE|$295,658|—|$295,658|

| GQG INTERNATIONAL EQUITY CIT|NONE|$287,929|—|$287,929|

| ASIA ENVIRONMENTAL PARTNERS|NONE|$281,776|—|$281,776|

| WATER STREET HEALTHCARE PARTNERS II|NONE|$261,034|—|$261,034|

| MERGANSER CAPITAL MANAGEMENT, LLC|NONE|$256,824|—|$256,824|

| KEDAARA CAPITAL INVESTMENT MANAGERS|NONE|$252,773|—|$252,773|

| PRINCIPAL ASSET MANAGEMENT|NONE|$171,532|$78,174|$249,706|

| DEGROOF PETERCAM ASSET MANAGEMENT S|NONE|$239,283|—|$239,283|

| AMERRA CAPITAL MANAGEMENT LLC|NONE|$238,162|—|$238,162|

| COLUMBIA MANAGEMENT INVESTMENT ADVI|NONE|$231,814|—|$231,814|

| PERFORMANCE VENTURE CAPITAL II, LP|NONE|$223,571|—|$223,571|

| REVOLUTION GROWTH II, LP|NONE|$193,483|—|$193,483|

| EQT SERVICES (UK) LIMITED|NONE|$178,042|—|$178,042|

| ANGELENO GROUP, LLC|NONE|—|$169,820|$169,820|

| BLOOMBERG|NONE|$160,993|—|$160,993|

| DEPRINCE, RACE & ZOLLO, INC.|NONE|$160,495|—|$160,495|

| JENNISON ASSOCIATES LLC|NONE|$152,771|—|$152,771|

| ANDERSEN TAX|NONE|$144,869|—|$144,869|

| PEAK ROCK CAPITAL FUND LP|NONE|$126,239|—|$126,239|

| ZMC PARTNERS II, LLC|NONE|$119,559|—|$119,559|

| PATRIA INFRASTRUCTURE II GP, LTD|NONE|$104,637|—|$104,637|

| ABEL NOSER SOLUTIONS LLC|NONE|$77,057|—|$77,057|

| LEXISNEXIS RISK SOLUTIONS FL INC.|NONE|$71,611|—|$71,611|

| LEEDS EQUITY PARTNERS V, LP|NONE|$64,957|—|$64,957|

| VULCAN VALUE PARTNERS|NONE|$57,291|$4,518|$61,809|

| FINANCIAL RECOVERY TECHNOLOGIES|NONE|$50,114|—|$50,114|

| ALTERITY GROUP, LLC|NONE|$45,000|—|$45,000|

| QDRO CONSULTANTS CO, LLC|NONE|$35,650|—|$35,650|

| ARCH CAPITAL MANAGEMENT CO. LIMITED|NONE|$31,767|—|$31,767|

| EVESTMENT ALLIANCE LLC|NONE|$31,655|—|$31,655|

| GOLDMAN SACHS ASSET MANAGEMENT, LP|NONE|$31,618|—|$31,618|

| PRICEWATERHOUSE COOPERS|NONE|$31,034|—|$31,034|

| DUNE REAL ESTATE PARTNERS LP|NONE|$27,728|—|$27,728|

| MAYER BROWN LLP|NONE|$27,067|—|$27,067|

| HINES INDIA FUND LP|NONE|$20,987|—|$20,987|

| NAVIS CAPITAL PARTNERS|NONE|$17,101|—|$17,101|

| MORGAN STANLEY CAPITAL INTL|NONE|$16,047|—|$16,047|

| KPMG LLP|NONE|$14,540|—|$14,540|

| S&P GLOBAL LIMITED|NONE|$12,500|—|$12,500|

| FAW CASSON & CO., LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

- [PGIM, INC.](https://planprovider.pro/provider/alight-solutions) — NONE

- [RUSSELL INVESTMENTS IMPLEMENTATION](https://planprovider.pro/provider/russell-investments) — NONE

- [PRINCIPAL ASSET MANAGEMENT](https://planprovider.pro/provider/principal-asset-management) — NONE

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

- [GOLDMAN SACHS ASSET MANAGEMENT, LP](https://planprovider.pro/provider/goldman-sachs) — NONE

- [MAYER BROWN LLP](https://planprovider.pro/provider/mayer-brown-llp) — NONE

- [MORGAN STANLEY CAPITAL INTL](https://planprovider.pro/provider/morgan-stanley) — NONE

- [KPMG LLP](https://planprovider.pro/provider/kpmg-llp) — NONE

- [FAW CASSON & CO., LLP](https://planprovider.pro/provider/faw-casson-and-co-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|

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