Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
JPMorgan Invest Holdings LLC
Most often reported for recordkeeping and administration
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.
JPMorgan Invest Holdings LLC is named as a service provider on the Schedule C of 423 retirement plans with 100 or more participants for plan year 2024, covering 330,478 participant records. Most often it is reported for recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $8.0M. Per plan, the median was $29.47 per participant, with the middle half of plans between $5.11 and $100. 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 Texas (40), Pennsylvania (36) and California (33).
In 2009 it appeared on 17 such filings; in 2024, 423. 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 | $5.11 | $29.47 | $100 |
| Compensation as a share of plan net assets | 0.01% | 0.06% | 0.18% |
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 |
|---|---|---|---|---|---|
| Cigna Pension Plan | Cigna Holding Company | PA | 51,700 | $3.84B | $83K |
| Firstservice Residential 401(k) Plan | Firstservice Residential, Inc. | FL | 17,096 | $328M | $243K |
| Upbound 401(k) Retirement Savings Plan | Upbound Group, Inc. | TX | 10,855 | $244M | $107K |
| Checkers Drive-In Restaurants, Inc. 401(k) Plan | Checkers Drive-In Restaurants, Inc. | FL | 10,719 | $6.8M | $0 |
| Core Power Yoga, LLC Employee Savings Trust | Core Power Yoga, LLC | CO | 8,216 | $4.9M | $0 |
| The Judge Group, Inc., 401(k) Profit Sharing Plan | The Judge Group, Inc. | PA | 7,614 | $86.2M | $249K |
| Professional Case Management 401(k) Plan | Act for Health DBA Professional Case Management | CO | 5,586 | $9.5M | $0 |
| Blue Bell Creameries, Inc. Pension Plan | Blue Bell Creameries, Inc. | TX | 4,641 | $420M | $335K |
| Valley Health System Merged Defined Benefit Plan | Valley Health System | VA | 4,463 | $318M | $83K |
| Jetro Cash & Carry Enterprises, LLC Retirement Savings Plan | Jetro Cash & Carry Enterprises, LLC | NY | 4,066 | $164M | $21K |
| Planned Companies 401(k) Plan | Planned Companies Holding, Inc. | NJ | 3,851 | $11.2M | $9,629 |
| Carriage Services 401(k) Plan | Carriage Funeral Holdings, Inc. | TX | 3,020 | $98.9M | $29K |
| Francesca's Acquisition 401(k) Plan | Francesca's Acquisition, LLC | TX | 2,979 | $7.4M | $0 |
| Blackhawk Network 401(k) Plan | Blackhawk Network Holdings, Inc. | CA | 2,846 | $213M | $0 |
| Phi Group, Inc. 401(k) Retirement Plan | Phi Group, Inc. | LA | 2,639 | $427M | $9,962 |
| Presbyterian Senior Living 403(b) Plan | Phi d/b/a Presbyterian Senior Living | PA | 2,606 | $31.9M | $0 |
| Morningstar Senior Living Retirement Plan | Morningstar Senior Management, LLC | CO | 2,491 | $6.2M | $0 |
| Retirement Plan for Employees of the Avista Corporation | Avista Corporation | WA | 2,485 | $614M | $53K |
| Sabert Corporation 401(k) Plan | Sabert Corporation | NJ | 2,291 | $113M | $6,866 |
| Upgrade Inc. 401(k) Plan | Upgrade Inc. | CA | 2,078 | $54.5M | $0 |
| Bunn-O-Matic Corporation 401(k) Savings Plan and Trust | Bunn-O-Matic Corporation | IL | 2,019 | $151M | $148K |
| Marathon Health, LLC. 401(k) Plan | Marathon Health, LLC. | IN | 1,939 | $81.1M | $0 |
| Regional Management Corp. Savings & Investment Plan | Regional Management Corp. | SC | 1,936 | $42.6M | $80K |
| Ancestry Retirement Savings and Investment Plan | Ancestry.com Operations Inc. | UT | 1,904 | $220M | $66K |
| Fred Loya Insurance 401(k) Retirement Plan | Ep Loya Group, LP | TX | 1,903 | $24.7M | $15K |
| Lamers Bus Lines, Inc. 401(k) Profit Sharing Plan | Lamers Bus Lines, Inc. | WI | 1,886 | $26.6M | $8,959 |
| Vineyard Vines 401(k) Plan | Vineyard Vines, LLC | CT | 1,809 | $42.2M | $62K |
| American Food & Vending Corporation 401(k) Plan | American Food & Vending Corporation | NY | 1,749 | $30.4M | $26K |
| United States Sugar Corporation 401(k) Savings Plan | United States Sugar Corporation | FL | 1,586 | $52.1M | $2,773 |
| Next Step Healthcare 401(k) Plan | Next Step Healthcare, LLC | MA | 1,492 | $10.0M | $0 |
| The Larson Group 401(k) Plan | TLG Operations, LLC | MO | 1,413 | $59.8M | $18K |
| Piping Rock 401(k) Plan | Piping Rock Health Products, LLC | NY | 1,375 | $31.9M | $31K |
| Ocean Reef Club Employee Savings and Retirement Plan | Ocean Reef Club, Inc. | FL | 1,359 | $38.4M | $40K |
| Floworks 401(k) Plan | Floworks International LLC | TX | 1,353 | $84.7M | $17K |
| Bge, Inc. 401(k) Plan | Bge, Inc. | TX | 1,341 | $166M | $4,550 |
| Presbyterian Senior Living Defined Contribution Retirement Plan | Phi d/b/a Presbyterian Senior Living | PA | 1,326 | $20.3M | $0 |
| XL Companies 401(k) Retirement Plan | XL Companies, LLC | NV | 1,308 | $5.4M | $2,565 |
| Cooperative Regions of Organic Producer Pools Cooperative, Inc. 401(k) Retirement Savings Plan | Cooperative Regions of Organic Producer Pools Cooperative, Inc. | WI | 1,250 | $98.8M | $4,640 |
| Silver Eagle Distributors Houston 401(k) Plan | Silver Eagle Distributors Houston, LLC | TX | 1,249 | $62.1M | $6,886 |
| Community Dental Partners 401(k) Plan | Strategic Dental Executives LLC DBA Community Dental Partners | TX | 1,237 | $11.0M | $0 |
Questions and answers
How many plans does JPMorgan Invest Holdings LLC serve?
423 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 JPMorgan Invest Holdings LLC?
The median plan reported $29.47 per participant in direct and indirect compensation (276 plans reporting an amount), or 0.06% 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 management (152 plans), Investment advisory (plan) (54 plans), Accounting (including auditing) (10 plans) and Recordkeeping and information management (7 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.