Jpmorgan Chase Retirement Plan
Sponsored by Jpmorgan Chase Bank, National Association · EIN 134994650 · Plan #001
- Total assets
- $16.1B
- Net assets
- $14.6B
- Active participants
- 78,270
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Pacific Investment Management Company Llc CRD 104559 | fuzzy_auto · 97% | 2024 |
| Wellington Management Company Llp CRD 106595 | deterministic · 100% | 2024 |
| Cantillon Capital Management Llc CRD 137895 | deterministic · 100% | 2024 |
| Pgim, Inc. CRD 105676 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 97% | 2024 |
| Generation Investment Management Us Llp CRD 132728 | fuzzy_auto · 96% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
| Edgewood Management Llc CRD 106647 | deterministic · 100% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Trinity Street Asset Management Llp CRD 152728 | deterministic · 100% | 2024 |
| Next Century Growth Investors Llc CRD 108978 | deterministic · 100% | 2024 |
| Hotchkis And Wiley Capital Management, Llc CRD 114649 | fuzzy_auto · 98% | 2024 |
| Yacktman Asset Management Lp CRD 164420 | deterministic · 100% | 2024 |
| First Pacific Advisors, Lp CRD 141823 | deterministic · 100% | 2024 |
| Focused Investors Llc CRD 140010 | deterministic · 100% | 2024 |
| Russell Investments Implementation Services, Llc CRD 329 | fuzzy_auto · 96% | 2024 |
| Doubleline Capital Lp CRD 152606 | deterministic · 100% | 2024 |
| T. Rowe Price Associates, Inc. CRD 105496 | deterministic · 100% | 2024 |
| Brigade Capital Management, Lp CRD 144078 | deterministic · 100% | 2024 |
| Tcw Asset Management Company Llc CRD 105742 | deterministic · 100% | 2024 |
| Donald Smith & Co., Inc. CRD 104947 | fuzzy_auto · 96% | 2024 |
| Mondrian Investment Partners Limited CRD 107432 | fuzzy_auto · 99% | 2024 |
| Polunin Capital Partners Limited CRD 159031 | deterministic · 100% | 2024 |
| Westwood Management Corp CRD 110269 | deterministic · 100% | 2024 |
| Riverpark Capital Management Llc CRD 150798 | deterministic · 100% | 2024 |
| Southernsun Asset Management Llc CRD 154572 | deterministic · 100% | 2024 |
| Causeway Capital Management Llc CRD 113308 | deterministic · 100% | 2024 |
| Nuveen Asset Management, Llc CRD 155584 | deterministic · 100% | 2024 |
| Insight North America Llc CRD 145995 | deterministic · 100% | 2024 |
| Huber Capital Management Llc CRD 143344 | deterministic · 100% | 2024 |
| Water Street Healthcare Partners, Llc CRD 156694 | fuzzy_auto · 100% | 2024 |
| Merganser Capital Management, Llc CRD 169258 | deterministic · 100% | 2024 |
| Kedaara Capital Investment Managers Limited CRD 165230 | fuzzy_auto · 96% | 2024 |
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
| Degroof Petercam Asset Management CRD 166048 | fuzzy_auto · 99% | 2024 |
| Amerra Capital Management, Llc CRD 155860 | deterministic · 100% | 2024 |
| Columbia Management Investment Advisers, Llc CRD 108257 | fuzzy_auto · 98% | 2024 |
| Angeleno Group, Llc CRD 159677 | deterministic · 100% | 2024 |
| Deprince, Race & Zollo, Inc. CRD 112099 | fuzzy_auto · 97% | 2024 |
| Jennison Associates Llc CRD 107959 | deterministic · 100% | 2024 |
| Peak Rock Capital Llc CRD 165138 | fuzzy_auto · 95% | 2024 |
| Leeds Equity Advisors Llc CRD 161956 | fuzzy_auto · 98% | 2024 |
| Vulcan Value Partners Llc CRD 151190 | deterministic · 100% | 2024 |
| Arch Capital Management Co. Limited CRD 160945 | deterministic · 100% | 2024 |
| Goldman Sachs Asset Management, L.P. CRD 107738 | fuzzy_auto · 98% | 2024 |
| Dune Real Estate Partners Lp CRD 157455 | deterministic · 100% | 2024 |
| Navis Capital Partners Ltd. CRD 162052 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jpmorgan Chase Bank, N.A. | Plan administrator, Direct payment from the plan | $5,392,275 |
| Pacific Investment Management Compa | Investment advisory (plan), Investment management fees (direct), Investment management fees (indirect) | $3,670,211 |
| Wellington Management Company, Llp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $2,815,529 |
| Cantillon Capital Management Llc | Investment management, Investment management fees (direct) | $2,139,506 |
| Pgim, Inc. | Investment management, Investment management fees (direct) | $2,034,640 |
| Loomis, Sayles & Company, L.P. | Investment management, Investment management fees (direct) | $1,956,494 |
| Mercer | Actuarial, Consulting (pension), Direct payment from the plan | $1,566,381 |
| Generation Investment Mgmt U.S. Llp | Investment management, Investment management fees (direct) | $1,292,518 |
| Metlife | Investment management, Investment management fees (direct) | $1,149,211 |
| Western Asset Management Co, Llc | Investment management, Investment management fees (direct) | $1,089,648 |
| Blackrock Institutional Trust Co | Trustee (institutional), Trustee (discretionary), Investment management | $1,082,438 |
| Edgewood Management Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $1,049,053 |
| Nisa Investment Advisors, Llc | Investment management, Investment management fees (direct) | $1,034,802 |
| Trinity Street Asset Management Llp | Investment management, Investment management fees (direct) | $921,035 |
| Next Century Growth Investors, Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $883,846 |
| Hotchkiss And Wiley Capital Managem | Investment advisory (plan), Investment management, Investment management fees (direct) | $840,657 |
| Yacktman Asset Management Lp | Investment management, Named fiduciary, Investment management fees (direct) | $822,333 |
| First Pacific Advisors, Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $776,706 |
| Focused Investors Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $747,060 |
| Russell Investments Implementation | Investment management, Investment management fees (direct) | $696,876 |
| Doubleline Capital Lp | Investment management, Investment management fees (direct) | $671,155 |
| T. Rowe Price Associates, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $670,548 |
| Factset Research Systems | Investment advisory (plan), Investment management fees (direct) | $661,037 |
| Brigade Capital Management, Lp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $656,726 |
| Tcw Asset Management Company Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $644,687 |
| Mondrian Investment Partners Limit | Investment management, Investment management fees (direct) | $539,808 |
| Polunin Capital Partners Limited | Investment management, Investment management fees (direct) | $536,258 |
| Hps | Investment management, Investment management fees (direct) | $502,376 |
| Donald Smith & Co., Inc. | Investment management, Investment management fees (direct), Investment management fees (indirect) | $487,478 |
| Westwood Management Corp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $477,245 |
| Riverpark Capital Management Llc | Investment management, Investment management fees (direct) | $454,798 |
| Southernsun Asset Management Llc | Investment advisory (plan), Investment management fees (direct) | $421,198 |
| Causeway Capital Management Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $386,965 |
| Nuveen Asset Management | Investment management, Investment management fees (direct), Investment management fees (indirect) | $315,781 |
| Insight North America Llc | Investment management, Investment management fees (direct) | $303,594 |
| State Street Global Advisors Trust | Custodial (securities), Investment management, Investment management fees (direct) | $300,000 |
| Huber Capital Management, Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $295,658 |
| Gqg International Equity Cit | Investment management, Investment management fees (direct) | $287,929 |
| Asia Environmental Partners | Investment management, Investment management fees (direct) | $281,776 |
| Water Street Healthcare Partners Ii | Investment management, Investment management fees (direct) | $261,034 |
| Merganser Capital Management, Llc | Investment management, Investment management fees (direct) | $256,824 |
| Kedaara Capital Investment Managers | Accounting, Plan administrator, Custodial (securities) | $252,773 |
| Degroof Petercam Asset Management S | Investment management, Investment management fees (direct) | $239,283 |
| Amerra Capital Management Llc | Investment management, Investment management fees (direct) | $238,162 |
| Columbia Management Investment Advi | Investment management, Investment management fees (direct) | $231,814 |
| Performance Venture Capital Ii, Lp | Investment management, Investment management fees (direct) | $223,571 |
| Revolution Growth Ii, Lp | Investment management, Investment management fees (direct) | $193,483 |
| Eqt Services (Uk) Limited | Investment management, Investment management fees (direct), Investment management fees (indirect) | $178,042 |
| Principal Asset Management | Investment management, Investment management fees (direct), Investment management fees (indirect) | $171,532 |
| Bloomberg | Consulting (general), Direct payment from the plan | $160,993 |
| Deprince, Race & Zollo, Inc. | Investment management, Investment management fees (direct), Investment management fees (indirect) | $160,495 |
| Jennison Associates Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $152,771 |
| Andersen Tax | Accounting, Direct payment from the plan | $144,869 |
| Peak Rock Capital Fund Lp | Investment management, Investment management fees (direct) | $126,239 |
| Zmc Partners Ii, Llc | Investment management, Investment management fees (direct) | $119,559 |
| Patria Infrastructure Ii Gp, Ltd | Legal, Investment management fees (direct), Investment management fees (indirect) | $104,637 |
| Abel Noser Solutions Llc | Investment advisory (plan), Investment management fees (direct) | $77,057 |
| Lexisnexis Risk Solutions Fl Inc. | Consulting (general), Direct payment from the plan | $71,611 |
| Leeds Equity Partners V, Lp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $64,957 |
| Vulcan Value Partners | Investment management, Investment management fees (direct), Investment management fees (indirect) | $57,291 |
| Financial Recovery Technologies | Consulting (general), Direct payment from the plan | $50,114 |
| Alterity Group, Llc | Consulting (general), Direct payment from the plan | $45,000 |
| Qdro Consultants Co, Llc | Consulting (general), Direct payment from the plan | $35,650 |
| Arch Capital Management Co. Limited | Investment management, Investment management fees (direct), Investment management fees (indirect) | $31,767 |
| Evestment Alliance Llc | Investment management, Investment management fees (direct) | $31,655 |
| Goldman Sachs Asset Management, Lp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $31,618 |
| Pricewaterhouse Coopers | Accounting, Direct payment from the plan | $31,034 |
| Dune Real Estate Partners Lp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $27,728 |
| Mayer Brown Llp | Consulting (general), Direct payment from the plan | $27,067 |
| Hines India Fund Lp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $20,987 |
| Navis Capital Partners | Investment management, Investment management fees (direct), Investment management fees (indirect) | $17,101 |
| Morgan Stanley Capital Intl | Investment advisory (plan), Investment management fees (direct) | $16,047 |
| Kpmg Llp | Accounting, Direct payment from the plan | $14,540 |
| S&P Global Limited | Consulting (general), Direct payment from the plan | $12,500 |
| Angeleno Group, Llc | Investment management, Investment management fees (indirect) | $0 |