Jpmorgan Chase 401(k) Savings Plan
Sponsored by Jpmorgan Chase Bank, National Association · EIN 134994650 · Plan #002
- Total assets
- $52.9B
- Net assets
- $52.4B
- Active participants
- 185,310
- With balances
- 297,359
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wellington Management Company Llp CRD 106595 | deterministic · 100% | 2024 |
| Jennison Associates Llc CRD 107959 | deterministic · 100% | 2024 |
| T. Rowe Price Associates, Inc. CRD 105496 | deterministic · 100% | 2024 |
| Causeway Capital Management Llc CRD 113308 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellington Management Company, Llp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $6,340,829 |
| Blackrock Inst Trust Co., N.A. | Trustee (institutional), Trustee (discretionary), Investment management | $3,458,216 |
| Columbia Mngmnt Inv Advisers, Llc | Investment management, Investment management fees (direct) | $2,735,065 |
| Jennison Associates, Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $2,481,651 |
| T. Rowe Price Associates, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $2,193,265 |
| Causeway Capital Mgmt | Investment management, Investment management fees (direct), Investment management fees (indirect) | $1,479,676 |
| Pimco | Investment management, Investment management fees (direct), Investment management fees (indirect) | $1,372,564 |
| Jpmorgan Chase Bank, N.A. | Plan administrator, Direct payment from the plan | $1,292,297 |
| Mercer | Consulting (general), Direct payment from the plan | $236,436 |
| Fiduciary Counselors Inc. | Consulting (general), Direct payment from the plan | $125,000 |
| Qdro Consultants Co, Llc | Consulting (general), Direct payment from the plan | $69,950 |
| Alterity Group Llc | Consulting (general), Direct payment from the plan | $35,000 |
| Financial Recovery Technologies Llc | Consulting (general), Direct payment from the plan | $17,386 |