Plan5500

Jp Morgan Broker -Dealer — 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, Jp Morgan Broker -Dealer is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $35,365 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$35.4KDirect + indirect, across loaded filings$35,365
Plans served2
Plan sponsors2
Filings2
Direct vs. indirect compensation
Direct compensation$35.4K
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 compensation75%Quigley-Simpson & Heppelwhite, Inc.
Top state share of plans50%CA
Plan sponsors served2
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Jp Morgan Broker -Dealer. Bars show relative scale.

  1. 1
    Quigley-Simpson & Heppelwhite, Inc.$26.6K
    CA · 1 plan(s)
  2. 2
    Clean-Tech Company$8.8K
    MO · 1 plan(s)
Geographic reach

State footprint

Where Jp Morgan Broker -Dealer 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
    MO1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Jp Morgan Broker -Dealer are sponsored, by plan count.

  1. 1
    Los Angeles, CA1 plan(s)
  2. 2
    St. Louis, MO1 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
    Quigley-Simpson & Heppelwhite, Inc. 401(K) Profit Sharing Plan$26.6K
    Quigley-Simpson & Heppelwhite, Inc., CA · Direct $26.6K · 2023
  2. 2
    Hes Facilities, Wff Facilities, & Clean-Tech Company 401(K) Plan$8.8K
    Clean-Tech Company, MO · Direct $8.8K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Jp Morgan Broker -Dealer?
Public Form 5500 Schedule C filings report compensation paid to Jp Morgan Broker -Dealer as a plan service provider. Across loaded filings, total reported compensation is $35,365.
How many plans report Jp Morgan Broker -Dealer as a service provider?
Jp Morgan Broker -Dealer appears on 2 loaded plan(s) across 2 sponsor(s).

Related Form 5500 pages