Plan5500

J P Morgan Broker-Dealer Holdings I — 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, J P Morgan Broker-Dealer Holdings I is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $122,589 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$122.6KDirect + indirect, across loaded filings$122,589
Plans served5
Plan sponsors5
Filings5
Direct vs. indirect compensation
Direct compensation$122.6K
Indirect compensationNot reported

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation30%Fox Head, Inc.
Top state share of plans20%CA
Plan sponsors served5
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to J P Morgan Broker-Dealer Holdings I. Bars show relative scale.

  1. 1
    Fox Head, Inc.$36.4K
    CA · 1 plan(s)
  2. 2
    Thorek Memorial Hospital$32.6K
    IL · 1 plan(s)
  3. 3
    Pim Brands, Inc.$27.2K
    NJ · 1 plan(s)
  4. 4
    Hta$17.2K
    NY · 1 plan(s)
  5. 5
    Braille Works International, Inc.$9.2K
    FL · 1 plan(s)
Geographic reach

State footprint

Where J P Morgan Broker-Dealer Holdings I appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    CA1 plan(s)
  2. 2
    FL1 plan(s)
  3. 3
    IL1 plan(s)
  4. 4
    NJ1 plan(s)
  5. 5
    NY1 plan(s)
Geographic reach

City footprint

Cities where plans reporting J P Morgan Broker-Dealer Holdings I are sponsored, by plan count.

  1. 1
    Irvine, CA1 plan(s)
  2. 2
    Seffner, FL1 plan(s)
  3. 3
    Chicago, IL1 plan(s)
  4. 4
    Park Ridge, NJ1 plan(s)
  5. 5
    New Rochelle, NY1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Fox Head, Inc. Retirement Trust$36.4K
    Fox Head, Inc., CA · Direct $36.4K · 2023
  2. 2
    Thorek Memorial Hospital 401(K) Plan$32.6K
    Thorek Memorial Hospital, IL · Direct $32.6K · 2023
  3. 3
    Pim Brands, Inc. 401(K) Plan$27.2K
    Pim Brands, Inc., NJ · Direct $27.2K · 2023
  4. 4
    Hta 401k Plan$17.2K
    Hta, NY · Direct $17.2K · 2023
  5. 5
    Braille Works International Inc. 401(K) Plan$9.2K
    Braille Works International, Inc., FL · Direct $9.2K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about J P Morgan Broker-Dealer Holdings I?
Public Form 5500 Schedule C filings report compensation paid to J P Morgan Broker-Dealer Holdings I as a plan service provider. Across loaded filings, total reported compensation is $122,589.
How many plans report J P Morgan Broker-Dealer Holdings I as a service provider?
J P Morgan Broker-Dealer Holdings I appears on 5 loaded plan(s) across 5 sponsor(s).

Related Form 5500 pages