Plans listing this provider
46
0.08% of the 56,420 plans with Schedule H financials; 29 in 2023
Providers › JP Morgan Securities LLC
JP Morgan Securities LLC
- Service provider, as named on Schedule C
- EIN 134110995
- Plan year 2024
- Direct compensation reported $1,234,339
Assets of those plans
$1,478,762,611
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
6
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,234,339
78% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 34 |
| 50 | Direct payment from the plan | 15 |
| 99 | Other fees | 14 |
| 26 | Investment advisory (participants) | 7 |
| 64 | Recordkeeping fees | 6 |
| 15 | Recordkeeping and information management | 5 |
| 21 | Trustee (bank, trust company or similar) | 5 |
| 49 | Other services | 5 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Solaris 401(k) Plan | Solaris Health Holdings | $464,711,630 | 4,412 | $85,000 |
| Orthosouth 401(k) Profit Sharing Plan | MSK Group PC DBA Orthosouth | $92,829,160 | 511 | $0 |
| Credence Management Solutions 401(k) Profit Sharing Plan | Credence Management Solutions | $83,123,883 | 1,388 | $0 |
| Wood Partners Retirement & Savings Plan | Wood Real Estate Investors | $74,386,023 | 592 | $118,997 |
| 24 Seven, LLC 401(k) Plan | 24 Seven | $58,981,724 | 1,421 | $0 |
| Datacor, Inc. 401(k) Plan | Datacor | $51,680,450 | 315 | $53,383 |
| Redwood Logistics, LLC 401(k) Plan | Redwood Logistics | $44,684,669 | 614 | $0 |
| Atane 401(k) and Profit Sharing Plan | Atane Engineers Architects and Land Surveyors D.P.C. | $38,204,009 | 434 | $53,672 |
| Blacksmith Automotive Management, Inc. 401(k) Profit Sharing Plan | Blacksmith Automotive Management | $33,346,766 | 378 | $79,293 |
| Element Biosciences 401(k) Plan | Element Biosciences | $27,481,189 | 401 | $11,544 |
| Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 002 | Monongahela Valley Hospital | $26,699,680 | 324 | $50,974 |
| Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 002 | Monongahela Valley Hospital | $26,699,680 | 324 | $50,974 |
| Frederick Wildman & Sons Limited 401(k) Retirement Plan | Frederick Wildman & Sons | $25,684,203 | 189 | $15,644 |
| Wingate Living Investment Plan | Wingate Senior Living | $25,526,789 | 514 | $75,239 |
| Electro-methods, Inc 401(k) Plan | Electro-methods | $24,451,171 | 153 | $72,226 |
| Just Play LLC 401(k) Planrecordkeeper | Just Play | $23,725,162 | 225 | $26,836 |
| Credence Management Solutions Global Health 401(k) Profit Sharing Plan | Credence Management Solutions | $23,297,648 | 350 | $0 |
| Landmark Properties Real Estate Partners, LLC 401(k) Plan | Landmark Properties Real Estate Partners | $22,176,787 | 606 | $0 |
| Protech Solutions, Inc. 401(k) Profit Sharing Plan and Trust | Protech Solutions | $21,947,664 | 151 | $34,525 |
| The Bloc 401(k) Plan | Cementworks | $21,679,808 | 273 | $0 |
| G.A. Wintzer & Son Company 401(k) Retirement Savings Plan | G.A. Wintzer & Son | $20,669,599 | 153 | $43,923 |
| E.A. Langenfeld Associates, Ltd. 401(k) Savings Plan | E.A. Langenfeld Associates | $19,952,916 | 330 | $17,826 |
| Key Auto Group 401(k) Plan | Diversified Management | $18,805,553 | 449 | $0 |
| Etic 401(k) Plan | Etic | $17,366,340 | 156 | $32,940 |
| Phoenix Services LLC 401(k) Planrecordkeeper | Phoenix Global | $14,159,630 | 482 | $16,307 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.