Jpmorgan Invest Holdings LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Jpmorgan Invest Holdings LLC is reported as a service provider on 246 loaded Form 5500 filing(s) across 241 plan sponsor(s) and 245 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $3,164,691 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $3,164,691
- Reported indirect compensation
- $0
- Total reported compensation
- $3,164,691
- Filings
- 246
- Plan sponsors
- 241
- Plans
- 245
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Firstservice Residential, Inc. | FL | 1 | $211,032 |
| The Judge Group, Inc. | PA | 1 | $151,791 |
| Bonadio & Co., Llp | NY | 1 | $121,477 |
| Arthur Schuman Inc. | NJ | 1 | $96,026 |
| Cr&R Incorporated | CA | 1 | $87,963 |
| Forcht Group, Inc. | KY | 1 | $84,462 |
| Union Partners I LLC | IL | 1 | $76,283 |
| Bunn-O-Matic Corporation | IL | 1 | $68,907 |
| Illinois Action For Children | IL | 1 | $68,244 |
| Regional Management Corp. | SC | 1 | $61,902 |
State footprint
Plans reporting Jpmorgan Invest Holdings LLC are sponsored in TX (34), CA (24), NY (22), IL (21), WI (15), PA (14), OH (12), NJ (12), MI (10), VA (10), FL (9), CT (7).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Firstservice Residential, Inc. | Firstservice Residential 401(K) Plan | 2023 | $211,032 | $0 |
| The Judge Group, Inc. | The Judge Group, Inc., 401(K) Profit Sharing Plan | 2023 | $151,791 | $0 |
| Bonadio & Co., Llp | Bonadio & Co., Llp 401(K) & Profit Sharing Plan | 2023 | $121,477 | $0 |
| Arthur Schuman Inc. | Arthur Schuman Inc. 401(K) Profit Sharing Plan | 2023 | $96,026 | $0 |
| Cr&R Incorporated | Cr&R Incorporated Profit Sharing And Employee Savings Plan | 2023 | $87,963 | $0 |
| Forcht Group, Inc. | Forcht Group Of Kentucky Savings Plan | 2023 | $84,462 | $0 |
| Union Partners I LLC | Union Partners I LLC 401(K) Saving Plan | 2023 | $76,283 | $0 |
| Bunn-O-Matic Corporation | Bunn-O-Matic Corporation 401(K) Savings Plan And Trust | 2023 | $68,907 | $0 |
| Illinois Action For Children | Illinois Action For Children Employee 401(K) Plan | 2023 | $68,244 | $0 |
| Regional Management Corp. | Regional Management Corp. Savings & Investment Plan | 2023 | $61,902 | $0 |
| Shaklee Corporation | Shaklee 401(K) Retirement Savings Plan | 2023 | $50,009 | $0 |
| Vineyard Vines, LLC | Vineyard Vines 401(K) Plan | 2023 | $49,356 | $0 |
| Weaber, Inc. | Weaber Retirement Savings Plan | 2023 | $47,403 | $0 |
| Piping Rock Health Products, LLC | Piping Rock 401(K) Plan | 2023 | $46,046 | $0 |
| Kleiner Perkins Caufield & Byers, LLC | Kpcb Associates Deferred Savings Plan | 2023 | $45,287 | $0 |
| Vacation Publications, Inc. | Vacation Publications, Inc. 401(K) Plan | 2023 | $41,880 | $0 |
| Hooker Furnishings Corporation | Hooker Furnishings Corporation Employees Savings Plan | 2023 | $41,304 | $0 |
| Sigvaris, Inc. | Sigvaris, Inc. 401(K) Plan | 2023 | $40,775 | $0 |
| Modern Builders Supply, Incorporated | Modern Builders Supply, Inc. Employees' 401(K) And Profit Sharing Plan | 2023 | $39,544 | $0 |
| Greenleaf Nursery Co. | Greenleaf Nursery Co. 401(K) Profit Sharing Plan | 2023 | $37,997 | $0 |
| Diamond Comic Distributors, Inc. | Diamond Employee Savings And 401(K) Plan Profit Sharing Plan And Trust | 2023 | $37,764 | $0 |
| Nations Holding Company | The Holding Company 401(K) Plan | 2023 | $37,371 | $0 |
| Blue Ridge Beverage Company, Inc. | Blue Ridge Beverage Company, Inc. Profit Sharing Plan | 2023 | $36,202 | $0 |
| Texas Enterprises, Inc. | Texas Enterprises 401(K) Retirement Plan | 2023 | $35,096 | $0 |
| Hyde Engineering + Consulting, Inc. | Hyde Engineering + Consulting, Inc. 401(K) Plan | 2023 | $34,729 | $0 |
| Artiflex Manufacturing, Inc | Artiflex Manufacturing Gerstco Division Deferred Profit Sharing Plan | 2023 | $34,342 | $0 |
| Petro Services, Inc. | Petro Services, Inc. 401(K) Profit Sharing Plan & Trust | 2023 | $34,027 | $0 |
| Threat Tec, LLC | Threat Tec, LLC 401(K) Plan | 2023 | $33,024 | $0 |
| Tlg Operations, LLC | The Larson Group 401(K) Plan | 2023 | $32,222 | $0 |
| Turtle Wax, Inc. | Turtle Wax Retirement Savings Plan | 2023 | $32,094 | $0 |
| Tiger Lines, LLC | Tiger Lines, LLC 401(K) Profit Sharing Plan | 2023 | $31,748 | $0 |
| E.D. Bullard Company | E.D. Bullard Company Profit Sharing And Salary Deferral Plan | 2023 | $29,264 | $0 |
| Charter Oak Federal Credit Union | Charter Oak Federal Credit Union Retirement Plan | 2023 | $27,961 | $0 |
| Mnx Global Logistics Corp. | Mnx 401(K) Plan | 2023 | $27,164 | $0 |
| Anchor Tool & Die Company | Anchor Tool & Die Retirement Plan | 2023 | $27,105 | $0 |
| Gb Sales & Service, Inc. | Gb Sales & Service, Inc. Employees 401(K) Plan | 2023 | $26,551 | $0 |
| Mountainside Treatment Center | Mountainside Retirement Savings Plan | 2023 | $26,492 | $0 |
| Central Bancshares, Inc. | Central Bancshares, Inc. Employee Stock Ownership And 401(K) Plan | 2023 | $26,469 | $0 |
| Upbound Group, Inc. | Upbound 401(K) Retirement Savings Plan | 2023 | $26,188 | $0 |
| Bvo Holdings Corporation | Bvo Holdings 401(K) Plan | 2023 | $24,143 | $0 |
| Box-Board Products, Inc. | Box-Board Products, Inc. 401(K) Savings Plan | 2023 | $23,858 | $0 |
| Jinon Corporation | Jinon Corporation 401(K) Retirement Plan | 2023 | $23,351 | $0 |
| Artiflex Manufacturing, Inc | Artiflex Manufacturing Its Division 401(K) Plan | 2023 | $23,000 | $0 |
| Nitrex, Inc. | Nitrex/Upc Employee Retirement Plan | 2023 | $22,969 | $0 |
| Raf Industries, Inc. | Raf Industries, Inc. Savings Plan | 2023 | $21,749 | $0 |
| Polyvision Corporation | Polyvision Corporation 401(K) Plan | 2023 | $21,557 | $0 |
| Chickasaw Community Bank | Chickasaw Community Bank 401(K) Plan | 2023 | $21,321 | $0 |
| U.M.C., Inc. | U.M.C., Inc Employee 401(K) Plan | 2023 | $20,650 | $0 |
| American Food & Vending Corporation | American Food & Vending Corporation 401(K) Plan | 2023 | $20,470 | $0 |
| States Industries, LLC | States Industries, LLC 401(K) Plan And Trust | 2023 | $20,402 | $0 |
Related Form 5500 pages
- Firstservice Residential 401(K) Plan (plan 001)
- Firstservice Residential, Inc. — all reported plans
- The Judge Group, Inc., 401(K) Profit Sharing Plan (plan 002)
- The Judge Group, Inc. — all reported plans
- Bonadio & Co., Llp 401(K) & Profit Sharing Plan (plan 001)
- Bonadio & Co., Llp — all reported plans
- Arthur Schuman Inc. 401(K) Profit Sharing Plan (plan 002)
- Arthur Schuman Inc. — all reported plans
- Cr&R Incorporated Profit Sharing And Employee Savings Plan (plan 001)
- Cr&R Incorporated — all reported plans
- Forcht Group Of Kentucky Savings Plan (plan 333)
- Forcht Group, Inc. — all reported plans
- Union Partners I LLC 401(K) Saving Plan (plan 001)
- Union Partners I LLC — all reported plans
- Bunn-O-Matic Corporation 401(K) Savings Plan And Trust (plan 002)
- Bunn-O-Matic Corporation — all reported plans
- Illinois Action For Children Employee 401(K) Plan (plan 001)
- Illinois Action For Children — all reported plans
- Regional Management Corp. Savings & Investment Plan (plan 001)
- Regional Management Corp. — all reported plans
- Shaklee 401(K) Retirement Savings Plan (plan 001)
- Shaklee Corporation — all reported plans
- Vineyard Vines 401(K) Plan (plan 001)
- Vineyard Vines, LLC — all reported plans
- Weaber Retirement Savings Plan (plan 001)
- Weaber, Inc. — all reported plans
- Piping Rock 401(K) Plan (plan 001)
- Piping Rock Health Products, LLC — all reported plans
- Kpcb Associates Deferred Savings Plan (plan 001)
- Kleiner Perkins Caufield & Byers, LLC — all reported plans
- Vacation Publications, Inc. 401(K) Plan (plan 001)
- Vacation Publications, Inc. — all reported plans
- Hooker Furnishings Corporation Employees Savings Plan (plan 003)
- Hooker Furnishings Corporation — all reported plans
- Sigvaris, Inc. 401(K) Plan (plan 001)
- Sigvaris, Inc. — all reported plans
- Modern Builders Supply, Inc. Employees' 401(K) And Profit Sharing Plan (plan 001)
- Modern Builders Supply, Incorporated — all reported plans
- Greenleaf Nursery Co. 401(K) Profit Sharing Plan (plan 001)
- Greenleaf Nursery Co. — all reported plans
- Diamond Employee Savings And 401(K) Plan Profit Sharing Plan And Trust (plan 001)
- Diamond Comic Distributors, Inc. — all reported plans
- The Holding Company 401(K) Plan (plan 001)
- Nations Holding Company — all reported plans
- Blue Ridge Beverage Company, Inc. Profit Sharing Plan (plan 001)
- Blue Ridge Beverage Company, Inc. — all reported plans
- Texas Enterprises 401(K) Retirement Plan (plan 001)
- Texas Enterprises, Inc. — all reported plans
- Hyde Engineering + Consulting, Inc. 401(K) Plan (plan 001)
- Hyde Engineering + Consulting, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources