Plans listing this provider
376
0.67% of the 56,420 plans with Schedule H financials; 359 in 2023
Providers › Jpmorgan Invest Holdings LLC
Jpmorgan Invest Holdings LLC
- Service provider, as named on Schedule C
- EIN 132624428
- Plan year 2024
- Direct compensation reported $5,523,887
Assets of those plans
$11,091,943,106
0.14% of all Schedule H plan assets
Plans where it is the recordkeeper
241
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$16.18
across 228 plans that pay it 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 |
|---|---|---|
| 64 | Recordkeeping fees | 241 |
| 28 | Investment management | 144 |
| 59 | Shareholder servicing fees | 126 |
| 27 | Investment advisory (plan) | 35 |
| 52 | Investment management fees paid indirectly by plan | 16 |
| 10 | Accounting (including auditing) | 9 |
| 15 | Recordkeeping and information management | 5 |
| 50 | Direct payment from the plan | 5 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| PHI Group, Inc. 401(k) Retirement Planrecordkeeper | PHI Group | $426,909,453 | 2,639 | $9,962 |
| Firstservice Residential 401(k) Planrecordkeeper | Firstservice Residential | $328,163,066 | 7,742 | $242,945 |
| Stevens & Lee Savings Plan | Stevens & Lee | $281,223,608 | 546 | $0 |
| Upbound 401(k) Retirement Savings Planrecordkeeper | Upbound Group | $245,171,705 | 4,913 | $107,399 |
| Blackhawk Network 401(k) Planrecordkeeper | Blackhawk Network Holdings | $212,875,824 | 2,778 | $0 |
| Fedway Associates, Inc. 401(k) Employee Savings Planrecordkeeper | Fedway Associates | $188,534,816 | 805 | $3,845 |
| BGE, Inc. 401(k) Planrecordkeeper | BGE | $165,922,015 | 1,328 | $4,550 |
| Jetro Cash & Carry Enterprises, LLC Retirement Savings Planrecordkeeper | Jetro Cash & Carry Enterprises | $163,665,684 | 1,861 | $20,809 |
| Bunn-o-matic Corporation 401(k) Savings Plan and Trustrecordkeeper | Bunn-o-matic | $151,240,924 | 1,988 | $147,665 |
| Bonadio & Co., LLP 401(k) & Profit Sharing Planrecordkeeper | Bonadio | $150,182,323 | 1,212 | $136,355 |
| Goldberg Kohn Ltd. Individual Account Planrecordkeeper | Goldberg Kohn | $131,914,354 | 152 | $0 |
| Angiodynamics, Inc. Retirement and Savings Planrecordkeeper | AngioDynamics | $130,932,357 | 1,199 | $694 |
| National Federation of Independent Business Retirement Savings Planrecordkeeper | National Federation of Independent Business | $113,460,369 | 793 | $5,281 |
| Sabert Corporation 401(k) Planrecordkeeper | Sabert | $113,328,867 | 2,211 | $6,866 |
| Lummus Technology Savings Plan | Lummus Technology | $112,693,276 | 608 | $0 |
| York Building Products Co. Inc. Profit Sharing Plan and Trust | York Building Products | $100,652,013 | 621 | $0 |
| Cooperative Regions of Organic Producer Pools Cooperative, Inc. 401(k) Retirement Savings Planrecordkeeper | Cooperative Regions of Organic Producer Pools Cooperative | $98,798,917 | 1,232 | $4,640 |
| Garfunkel Wild PC 401(k) Retirement Plan | Garfunkel Wild | $90,541,377 | 170 | $0 |
| Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan | Edwin L. Heim | $88,224,303 | 230 | $0 |
| The Judge Group, Inc., 401(k) Profit Sharing Planrecordkeeper | Judge Group | $86,245,347 | 7,287 | $249,314 |
| Floworks 401(k) Planrecordkeeper | Floworks International | $84,677,693 | 1,310 | $16,631 |
| Marathon Health, LLC. 401(k) Plan | Marathon Health | $81,089,052 | 1,795 | $0 |
| Fluence Savings Plan | Fluence Energy | $80,874,247 | 932 | $0 |
| Catalyst Corporate Federal Credit Union 401(k)/ Profit Sharing Plan and Trustrecordkeeper | Catalyst Corporate Federal Credit Union | $78,902,999 | 276 | $995 |
| Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Planrecordkeeper | Cobb Fendley & Associates | $70,053,298 | 839 | $2,445 |
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.