Form 5500 Search

JP MORGAN BROKER-DEALER HOLDING

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
2
Active participants
224
Total plan assets
$92.2M
Filings (rows)
2
Direct comp
$62K
Indirect comp
$0

SERVICES PROVIDED

Other1
Advisor / Consultant1

Top plans served

All 2 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
APAX PARTNERS US, LLC
APAX PARTNERS US, LLC 401(K) RETIREMENT PLAN
NEW YORK, NY
Other
OTHER
108$51.8M$2K
APAX PARTNERS US, LLC
APAX PARTNERS US, LLC 401(K) RETIREMENT PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT ADVISOR
116$40.4M$60K
JP MORGAN BROKER-DEALER HOLDING — Form 5500 Service Provider Profile | Form 5500 Search