Form 5500 Search

GENERATION INVESTMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
5
Active participants
252,810
Total plan assets
$47.3B
Filings (rows)
5
Direct comp
$6.1M
Indirect comp
$0
Aggregating 2 name variants under "GENERATION INVESTMENT"

SERVICES PROVIDED

Other5

Top plans served

All 5 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE RETIREMENT PLAN
JERSEY CITY, NJ
Other
NONE
83,812$16.3B$1.4M
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE RETIREMENT PLAN
JERSEY CITY, NJ
Other
NONE
78,270$16.1B$1.3M
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE RETIREMENT PLAN
JERSEY CITY, NJ
Other
NONE
90,644$14.8B$3.4M
HUMBOLDT REDWOOD COMPANY, LLC
PALCO RETIREMENT PLAN
SCOTIA, CA
Other
INVESTMENT MGMT
66$78.6M$0
HUMBOLDT REDWOOD COMPANY, LLC
PALCO RETIREMENT PLAN
SCOTIA, CA
Other
INVESTMENT MGMT
18$75.0M$0
GENERATION INVESTMENT — Form 5500 Service Provider Profile | Form 5500 Search