What public Form 5500 filings show about the JPMorgan Chase Bank, National Association 401(k) plan — and how to find and check your own account.
JPMorgan Chase Bank, National Association (EIN 13-4994650) reports JPMORGAN CHASE 401(K) SAVINGS PLAN on its most recent Form 5500, with $52.9B in plan assets across 185,310 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full JPMorgan Chase Bank, National Association filing — schedules, fees, and providers.
JPMorgan Chase Bank, National Association’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask JPMorgan Chase Bank, National AssociationHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): JPMORGAN CHASE BANK N A, JENNISON ASSOCIATES, T ROWE PRICE ASSOCIATES, WESTERN ASSET MANAGEMENT CO, AETNA, ALTERITY GROUP.
