Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
JP Morgan Securities LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 56 retirement plans with 100 or more participants reported paying JP Morgan Securities LLC $5,000 or more. Those plans cover 39,390 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $2.4M. Per plan, the median was $77.83 per participant, with the middle half of plans between $33.94 and $154. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (13), New York (8) and Pennsylvania (6).
In 2012 it appeared on 77 such filings; in 2024, 57 (down 26%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $33.94 | $77.83 | $154 |
| Compensation as a share of plan net assets | 0.09% | 0.19% | 0.25% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Solaris 401(k) Plan | Solaris Health Holdings, LLC | FL | 6,607 | $465M | $85K |
| MBK Real Estate LLC 401(k) Plan | MBK Real Estate LLC | CA | 4,350 | $34.1M | $20K |
| 24 Seven, LLC 401(k) Plan | 24 Seven, LLC | NY | 4,002 | $59.0M | $84K |
| Credence Management Solutions 401(k) Profit Sharing Plan | Credence Management Solutions LLC | VA | 1,892 | $83.1M | $50K |
| Wingate Living Investment Plan | Wingate Senior Living, LLC | MA | 1,607 | $25.5M | $75K |
| Morselife Tax Deferred Annuity Plan | Morselife Inc. | FL | 1,475 | $25.9M | $43K |
| Landmark Properties Real Estate Partners, LLC 401(k) Plan | Landmark Properties Real Estate Partners, LLC | GA | 1,007 | $22.2M | $63K |
| Vision Retirement Plan | Centraarchy Restaurant Management Corp. | SC | 914 | $13.1M | $32K |
| TSG Enterprises 401(k) Plan | TSG Enterprises, LLC | MA | 895 | $8.5M | $8,125 |
| Road Runner Sports 401(k) Plan | Road Runner Sports, Inc. | CA | 892 | $12.0M | $39K |
| Redwood Logistics, LLC 401(k) Plan | Redwood Logistics, LLC | IL | 802 | $44.7M | $78K |
| Intercare Therapy, Inc. Profit Sharing Plan | Intercare Therapy, Inc. | CA | 762 | $8.4M | $19K |
| Intercare Therapy, Inc. Profit Sharing Plan | Intercare Therapy, Inc. | CA | 762 | $8.4M | $19K |
| Key Auto Group 401(k) Plan | Diversified Management Corporation | NH | 706 | $18.8M | $8,881 |
| Orthosouth 401(k) Profit Sharing Plan | MSK Group, PC DBA Orthosouth | TN | 660 | $92.8M | $80K |
| Bneg, Inc. 401(k) Plan | Big Night Entertainment Group, Inc. | CT | 659 | $4.9M | $20K |
| Wood Partners Retirement & Savings Plan | Wood Real Estate Investors, LLC | GA | 595 | $74.4M | $119K |
| PMC Consolidated Pension Plan Covering Certain Employee Groups | PMC Specialties Group, Inc. | CA | 547 | $16.1M | $172K |
| Phoenix Services LLC 401(k) Plan | Phoenix Global | PA | 521 | $14.2M | $16K |
| Atane 401(k) and Profit Sharing Plan | Atane Engineers, Architects and Land Surveyors, D.P.C. | NY | 521 | $38.2M | $54K |
| Element Biosciences 401(k) Plan | Element Biosciences, Inc. | CA | 440 | $27.5M | $12K |
| Ace Hotel Group 401(k) Plan | Ace Hotel Group, LLC | NY | 439 | $10.7M | $27K |
| FSR Trucking, Inc. Prevailing Wage Plan | FSR Trucking, Inc. DBA Postal Carrier Corp. | FL | 422 | $2.3M | $5,066 |
| Blacksmith Automotive Management, Inc. 401(k) Profit Sharing Plan | Blacksmith Automotive Management, Inc. | NJ | 420 | $33.3M | $79K |
| Credence Management Solutions Global Health 401(k) Profit Sharing Plan | Credence Management Solutions LLC | VA | 355 | $23.3M | $12K |
| E.A. Langenfeld Associates, Ltd. 401(k) Savings Plan | E.A. Langenfeld Associates | IL | 349 | $20.0M | $18K |
| Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 002 | Monongahela Valley Hospital, Inc. | PA | 339 | $26.6M | $51K |
| Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 002 | Monongahela Valley Hospital, Inc. | PA | 339 | $26.6M | $51K |
| Tri Holdco, Inc. Employee Stock Ownership Plan | Tri Holdco, Inc. | CA | 329 | $88.4M | $56K |
| Datacor, Inc. 401(k) Plan | Datacor, Inc. | NJ | 321 | $51.7M | $53K |
| America Works of New York, Inc. Retirement Plan | America Works of New York, Inc. | NY | 318 | $9.2M | $21K |
| Just Play LLC 401(k) Plan | Just Play, LLC | FL | 309 | $23.7M | $27K |
| Aldercrest Development Corp. 401(k) PS Plan | Aldercrest Development Corp. | NJ | 298 | $7.4M | $22K |
| MXB 401(k) Plan | Monkey Inferno, Inc. | CA | 281 | $9.0M | $21K |
| The Bloc 401(k) Plan | The Cementworks, LLC | NY | 279 | $21.7M | $13K |
| R. W. Sidley, Inc. Employees' Retirement Plan | R.W. Sidley, Inc. | OH | 240 | $19.9M | $134K |
| Electro-Methods, Inc. 401(k) Plan | Electro-Methods, Inc. | CT | 226 | $24.4M | $72K |
| Bayview Services Group Employee Stock Ownership Plan | Bayview Services, Inc. | CA | 219 | $28.0M | $85K |
| Moc Products Company, Inc. 401(k) Profit Sharing Plan | Moc Products Company, Inc. | CA | 219 | $12.5M | $45K |
| Smithville Telephone Company, Inc. Pension Plan | Smithville Telephone Company, Incorporated | IN | 205 | $26.3M | $24K |
Questions and answers
How many plans does JP Morgan Securities LLC serve?
56 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay JP Morgan Securities LLC?
The median plan reported $77.83 per participant in direct and indirect compensation (56 plans reporting an amount), or 0.19% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (39 plans), Investment advisory (participants) (8 plans), Recordkeeping and information management (5 plans) and Trustee (bank, trust company, or similar financial institution) (5 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.