Plans listing this provider
14
0.02% of the 56,420 plans with Schedule H financials; 14 in 2023
Providers › Jpmorgan Chase Bank, N.A.
Jpmorgan Chase Bank, N.A.
- Service provider, as named on Schedule C
- EIN 134994650
- Plan year 2024
- Direct compensation reported $1,906,552
Assets of those plans
$76,551,137,164
0.98% 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
$1,906,552
86% 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 | 9 |
| 50 | Direct payment from the plan | 9 |
| 27 | Investment advisory (plan) | 8 |
| 51 | Investment management fees paid directly by plan | 6 |
| 24 | Trustee (discretionary) | 3 |
| 14 | Plan administrator | 1 |
| 19 | Custodial (securities) | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Jpmorgan Chase 401(k) Savings Plan | JPMorgan Chase Bank | $52,913,457,500 | 297,359 | $1,292,297 |
| Automatic Data Processing, Inc. Retirement and Savings Plan | Automatic Data Processing | $7,263,696,267 | 44,749 | $0 |
| Siemens Energy, Inc. Savings Plan | Siemens Energy | $3,957,525,930 | 15,382 | $85,991 |
| The Estee Lauder Companies 401(k) Savings Plan | Estee Lauder | $3,169,885,767 | 17,976 | $0 |
| Alight Solutions LLC 401(k) Plan (fka Hewitt Associates LLC 401(k) Plan) | Alight Solutions | $2,453,128,838 | 12,300 | $138,452 |
| DTE Energy Company Savings and Stock Ownership Plan | DTE Energy Corporate Services | $2,333,907,606 | 6,996 | $59,501 |
| Pacificorp K Plus Employee Savings Plan | Pacificorp | $1,771,250,677 | 7,199 | $294,221 |
| Southern District UBC Defined Contribution Fund | Board of Trustees of the Southern District UBC Defined Contribution F | $1,239,805,630 | 51,643 | $10,739 |
| DTE Electric Company Savings and Stock Ownership Plan for Employees Represented by Local 223 of the Utility Workers Union of America | DTE Energy Corporate Services | $963,271,014 | 4,070 | $10,666 |
| DTE Electric Company Savings & Stock Ownership Plan for Employees Represented by Local 17 of IBEW | DTE Energy Corporate Services | $228,963,155 | 652 | $3,693 |
| Shannon & Wilson, Inc. PS Retirement & 401(k) Plan and Trust | Shannon & Wilson | $129,947,147 | 556 | $5,079 |
| DTE Gas Company Investment and Stock Ownership Plan | DTE Energy Corporate Services | $104,683,865 | 481 | $1,782 |
| Perfection Learning Corporation 401(k) PS Plan & Trust | Perfection Learning | $20,285,009 | 158 | $4,101 |
| Souvla 401(k) Planrecordkeeper | Megali Souvla | $1,328,759 | 88 | $30 |
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.