Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › JP Morgan Investment Management
JP Morgan Investment Management
- Service provider, as named on Schedule C
- EIN 133200244
- Plan year 2024
- Direct compensation reported $8,726,050
Assets of those plans
$194,204,802,374
2.49% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$8,726,050
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 28 | Investment management | 12 |
| 51 | Investment management fees paid directly by plan | 10 |
| 27 | Investment advisory (plan) | 6 |
| 50 | Direct payment from the plan | 6 |
| 19 | Custodial (securities) | 2 |
| 64 | Recordkeeping fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| IBM 401(k) Plan | International Business Machines | $60,393,556,150 | 147,543 | $978,703 |
| Walmart 401(k) Plan | Walmart | $50,790,179,678 | 1,161,254 | $302,335 |
| Verizon Savings Plan for Management Employees | Verizon Communications | $29,376,133,902 | 118,299 | $700,000 |
| The Goldman Sachs 401(k) Plan | Goldman Sachs Group | $12,807,939,404 | 48,807 | $2,633,677 |
| Nokia Savings/401(k) Plan | Alcatel-lucent USA | $9,831,470,000 | 24,381 | $270,450 |
| American Express Retirement Savings Plan | American Express | $9,068,227,739 | 38,135 | $590,867 |
| The Hartford Investment and Savings Plan | Hartford Insurance Group | $7,183,243,000 | 31,023 | $681,256 |
| AEP Retirement Savings 401(k) Plan | American Electric Power Service | $5,196,173,403 | 21,069 | $1,263,161 |
| The Interpublic Group of Companies, Inc. Savings Plan | Interpublic Group of Companies | $4,078,470,671 | 33,543 | $201,620 |
| Savings Plan for Employees of NTCA and Its Members | National Telecommunications Cooperative Association | $3,357,918,084 | 23,709 | $647,767 |
| Swiss RE Group U.S. Employees' Savings Plan | Swiss RE America Holding | $1,631,523,908 | 4,156 | $196,713 |
| Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan | Board of Trustees | $476,805,925 | 2,411 | $253,378 |
| Lacarte Enterprises Inc 401(k) Profit Sharing Plan & Trustrecordkeeper | Lacarte Enterprises | $13,160,510 | 140 | $6,123 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.