# JPMORGAN CHASE 401(K) SAVINGS PLAN

Retirement plan sponsored by **JPMORGAN CHASE BANK, NATIONAL ASSOCIATION**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | JPMORGAN CHASE BANK, NATIONAL ASSOCIATION |
| EIN | 134994650 |
| Plan number | 002 |
| Plan year | 2025 |
| Location | JERSEY CITY, NJ |
| Industry | n/a |
| Total assets (end of year) | $62.11B |
| Participants | 301,188 |

## Service providers (Schedule C)

| Provider | Role |
|---|---|
| WELLINGTON MANAGEMENT | Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Soft dollars commissions |
| BLACKROCK | Investment management fees paid directly by plan; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Investment management; Trustee (discretionary) |
| COLUMBIA | Investment management; Investment management fees paid directly by plan |
| PGIM INVESTMENTS | Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan |
| T ROWE PRICE RPS INC | Investment management fees paid directly by plan; Direct payment from the plan; Soft dollars commissions; Investment management |
| CAUSEWAY CAPITAL MANAGEMENT LLC | Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan |
| PIMCO FUNDS | Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan |
| JPMORGAN INVEST HOLDINGS LLC | Plan Administrator; Direct payment from the plan |
| MERCER | Direct payment from the plan; Consulting (general) |
| FIDUCIARY COUNSELORS INC. | Direct payment from the plan; Consulting (general) |
| QDRO CONSULTANTS COMPANY, LLC | Consulting (general); Direct payment from the plan |
| STATE STREET GLOBAL ADVISORS | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Custodial (securities) |
| FINANCIAL RECOVERY TECHNOLOGIES LLC | Direct payment from the plan; Consulting (general) |

## Other plans from this sponsor

- JPMORGAN CHASE RETIREMENT PLAN: https://planoptica.com/retirement/134994650-001

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/retirement/134994650-002
- Cite as: PlanOptica, https://planoptica.com/retirement/134994650-002
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