Plan5500

Jp Morgan 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, Jp Morgan Invest Holdings, LLC is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $144,895 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$144.9KDirect + indirect, across loaded filings$144,895
Plans served6
Plan sponsors6
Filings6
Direct vs. indirect compensation
Direct compensation$144.9K
Indirect compensation$0

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 compensation45%All Star Dodge, Inc.
Top state share of plans17%CA
Plan sponsors served6
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Jp Morgan Invest Holdings, LLC. Bars show relative scale.

  1. 1
    All Star Dodge, Inc.$65.2K
    LA · 1 plan(s)
  2. 2
    Scientific Components Corporation$39.9K
    NY · 1 plan(s)
  3. 3
    Exo-S Us, LLC$21.1K
    IN · 1 plan(s)
  4. 4
    Owen Steel Company Inc.$10.2K
    SC · 1 plan(s)
  5. 5
    New Hudson Facades, LLC$8.4K
    PA · 1 plan(s)
  6. 6
    Gmto Corporation$135
    CA · 1 plan(s)
Geographic reach

State footprint

Where Jp Morgan Invest Holdings, LLC 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
    IN1 plan(s)
  3. 3
    LA1 plan(s)
  4. 4
    NY1 plan(s)
  5. 5
    PA1 plan(s)
  6. 6
    SC1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Jp Morgan Invest Holdings, LLC are sponsored, by plan count.

  1. 1
    Pasadena, CA1 plan(s)
  2. 2
    Howe, IN1 plan(s)
  3. 3
    Baton Rouge, LA1 plan(s)
  4. 4
    Brooklyn, NY1 plan(s)
  5. 5
    Linwood, PA1 plan(s)
  6. 6
    Columbia, SC1 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
    All Star Automotive Group 401k Retirement Savings$65.2K
    All Star Dodge, Inc., LA · Direct $65.2K · Indirect $0 · 2023
  2. 2
    Scientific Components 401(K) Plan$39.9K
    Scientific Components Corporation, NY · Direct $39.9K · Indirect $0 · 2023
  3. 3
    Exo-S Us, LLC 401(K) Plan$21.1K
    Exo-S Us, LLC, IN · Direct $21.1K · Indirect $0 · 2023
  4. 4
    Owen Steel Company Inc. 401(K) Savings Plan$10.2K
    Owen Steel Company Inc., SC · Direct $10.2K · Indirect $0 · 2023
  5. 5
    New Hudson Facades, LLC Retirement Savings Plan$8.4K
    New Hudson Facades, LLC, PA · Direct $8.4K · Indirect $0 · 2023
  6. 6
    Gmto Corporation Retirement Plan$135
    Gmto Corporation, CA · Direct $135 · Indirect $0 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Jp Morgan Invest Holdings, LLC?
Public Form 5500 Schedule C filings report compensation paid to Jp Morgan Invest Holdings, LLC as a plan service provider. Across loaded filings, total reported compensation is $144,895.
How many plans report Jp Morgan Invest Holdings, LLC as a service provider?
Jp Morgan Invest Holdings, LLC appears on 6 loaded plan(s) across 6 sponsor(s).

Related Form 5500 pages