Department of Labor filing

CHASE MEDICAL RESEARCH, LLC

CMR, LLC 401(K) PLAN · For the plan year ended Dec 31, 2025

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Public filing 2025 · received Mar 12, 2026Verified current terms Not available

Plan summary

What matters most

This plan has a documented employer contribution and vesting that still needs verification. Reported employer contributions are around the middle of comparable plans.

61Fair plan health
high confidence
See what drives the plan health score
Employer contributions versus peers66/10030% of the full model
Lower reported administrative cost23/10020% of the full model
Active-participant trend50/10010% of the full model
Net-asset trend50/10010% of the full model
Reported compliance signals100/10010% of the full model
Filing completeness100/10010% of the full model

Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.

01 · Employer matchSee verified formula

ed in the appropriate investment funds in accordance with the participants’ directions and the Plan’s provisions.

02 · What it could be worthSee formula

The official filing does not support a reliable dollar example.

05 · Investment choicesOfficial filing detail

subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

07 · Automatic enrollmentAvailable

nt reduction in either taxable or after-tax compensation (in the form of pretax, Roth or after-tax contributions).

08 · Roth 401(k)Available

therwise are automatically enrolled in the Plan with a taxable compensation deferral rate of 6 % on a pre-tax basis. Participants are permitted to designate their contributions as Roth contributions subject to current taxation as wages but which, together with earnings, would be nontaxable when distributed from the Plan, and participants may elect to have certain vested assets held on an after-tax and pre-tax basis converted to be considered designated Roth contributions. Contributions withheld are invested in accordance with the participants’ directions. Participants are also allowed to make rollover contributions of amounts received from other eligible tax-qualified retirement plans (including rollover contributions of Roth contributions). Such contributions are deposited in the appropri

09 · Employer contribution vs. peers66th percentile

Up 0.0% over the filing history shown.

What still needs verification

vesting, employee fees, eligibility. These items stay out of the summary until a dated source confirms them.

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 202553out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions66th percentileTypical peer $2,475 · based on 85,770 comparable plans
Lower reported administrative expense23rd percentileTypical peer $102 · based on 77,997 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.

The short version

What employees should know

For the year ended Dec 31, 2025, CHASE MEDICAL RESEARCH, LLC reported $83,388 in employer contributions across this plan, or $3,626 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating23

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparison53/100

Compared with similarly sized plans in the same industry.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$83,388
$3,626 per active participant
Participant contributions
$160,154
Other contributions
$1,306
Amounts not classified as employer or participant contributions
Employer share of contributions
34.1%
Active participants
23
Small plan
Total participants
34
37 at the beginning of the year
Ending assets
$1,856,478
$54,602 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$1,448,282
Ending net assets
$1,856,478
Beginning liabilities
$0
Ending liabilities
$0
Total income
$494,699
Total expenses
$86,503
Administrative expenses
$15,769
$464 per active participant
Participant loans
Not reported
Not reported of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$3,626
Administrative cost per participant
2025
$464
Active participants
2025
23
Total plan assets
2025
$1,856,478
Participant loans as a share of assets
2025
Not reported
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$3,626231.9M

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
Not reported
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
205613969-002

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Jan 1, 2005
Industry
Professional, scientific, and technical services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2R2T3B3D

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

11-K · report period Dec 31, 2025LAM RESEARCH CORP — 11-K filed 2026-06-25
Official filing · details not yet checked
What it says about employer contributions

ed in the appropriate investment funds in accordance with the participants’ directions and the Plan’s provisions. 7 Table of Contents Employer contributions - The Company may make matching contributions as defined in the Plan. In 2025, the Company matched 50 % of each eligible participant’s salary deferral contribution (excluding catch-up contributions and after-tax contributions) up to a maximum of the first 6 % of the participant’s eligible compensation, on a per-payroll-period basis. If a participant who was an active employee on the last day of the plan year did not receive the full 50 % Company match, the Company provided a year end “true up” contribution to provide such participants with the 50 % that they would have received had the timing of their contributions not limited the Comp

What it says about vesting

utions. No additional discretionary matching contributions or discretionary profit sharing contributions were made for the year ended December 31, 2025. Vesting - Participants are immediately vested in their entire account, including employer matching, additional discretionary matching, and discretionary profit sharing contributions (if any). Participant accounts - Each participant’s account is credited with the participant’s contributions, Plan earnings or losses in funds selected by the participant, and an allocation of the Company’s contribution, if any. Allocation of the Company’s contribution is based on participant contributions and / or compensation, as defined in the Plan. In the event that the participant fails to make an investment election, participant contributions and Company

What it says about automatic enrollment

nt reduction in either taxable or after-tax compensation (in the form of pretax, Roth or after-tax contributions). New hires that do not make an affirmative election otherwise are automatically enrolled in the Plan with a taxable compensation deferral rate of 6 % on a pre-tax basis. Participants are permitted to designate their contributions as Roth contributions subject to current taxation as wages but which, together with earnings, would be nontaxable when distributed from the Plan, and participants may elect to have certain vested assets held on an after-tax and pre-tax basis converted to be considered designated Roth contributions. Contributions withheld are invested in accordance with the participants’ directions. Participants are also allowed to make rollover contributions of amounts

What it says about fees

07,716 Employer’s 37,847,922 Rollovers 16,604,696 186,560,334 Total additions 1,022,404,439 Deductions from net assets attributed to: Withdrawals and distributions ( 262,519,081 ) Administrative expenses ( 751,057 ) Total deductions ( 263,270,138 ) Net increase in net assets 759,134,301 Net assets available for benefits: Beginning of year 2,830,979,711 End of year $ 3,590,114,012 See notes to financial statements 5 Table of Contents SAVINGS PLUS PLAN, LAM RESEARCH 401(k) NOTES TO FINANCIAL STATEMENTS DECEMBER 31, 2025 and 2024 NOTE 1 - THE PLAN AND ITS SIGNIFICANT ACCOUNTING POLICIES General - The following description of the Savings Plus Plan, Lam Research 401(k) (the “Plan”) provides only general information about the Plan in the form existing on December 31, 2025. Readers should refer t

11-K · report period Dec 31, 2025JPMORGAN CHASE & CO — 11-K filed 2026-06-26
Official filing · details not yet checked
What it says about employer contributions

may not exceed the applicable statutory limit. In addition, Participants who are age 50 or older are permitted to make additional Contributions known as “catch-up” contributions. Matching contributions Generally, except as discussed below, each contributing employer (“Contributing Employer”) makes an annual matching contribution ("Matching Contribution") on behalf of each Participant who has completed one year of service in an amount equal to 100 % of the Participant’s pre-tax and/or Roth 401(k) Contributions up to 5 % of eligible compensation – provided that the Participant is employed by JPMorgan Chase at the end of the calendar year, unless certain specified conditions are met. Participants whose total annual cash compensation is $ 350,000 to $ 999,999 are eligible for Matching Contrib

What it says about vesting

ed benefits A Participant who terminates employment may elect to receive the value of his or her vested benefit under the Plan. In the event of the death of a married Participant, fully vested benefits will be distributed to the Participant’s spouse or to another beneficiary if the spouse previously consented. An unmarried Participant may designate anyone as his or her beneficiary. If there is no spouse or living beneficiary on the date of the Participant’s death, the value of the vested benefit is distributed to the Participant’s estate. A terminated Participant whose vested account balance under the Plan (including loans) is $ 1,000 or more may elect to: (1) receive a lump sum payment, (2) obtain a rollover payment to an IRA (traditional or Roth) or another employer’s qualified plan, (3)

What it says about automatic enrollment

well as employees who are classified as intern, seasonal, or temporary, are eligible to participate after completing one year of service. Newly eligible and rehired employees are automatically enrolled in the Plan at a 5 % before-tax contribution rate on ongoing compensation (base salary/regular pay and any non-annual cash incentive compensation) unless they otherwise enroll themselves or opt out of the Plan within their first 31 days of eligibility ( 3 % rate prior to January 1, 2025). Further, unless the employees elect a different rate, for employees who are automatically enrolled, their contribution rate is automatically increased annually by 1 % until they reach a before-tax contribution rate of 10 % . Unless another investment election is chosen, Participant contributions are invest

What it says about fees

acked securities sold short at fair value 2,266,572 2,177,263 Total liabilities at fair value 2,905,882 2,699,765 Payable for investments purchased 586,181,301 537,463,018 Accrued administrative expenses 2,282,522 2,240,713 Other 1,944,755 1,880,713 Total liabilities 593,314,460 544,284,209 Net assets available for benefits $ 61,516,155,510 $ 52,369,173,291 The accompanying notes to financial statements are an integral part of these statements. 4 JPMORGAN CHASE 401(k) SAVINGS PLAN Statements of Changes in Net Assets Available For Benefits Year ended December 31, 2025 2024 Additions: Contributions: Participants $ 1,850,973,142 $ 1,709,701,770 Employers 1,410,253,989 1,261,974,961 Rollovers 332,588,682 386,997,353 Total contributions 3,593,815,813 3,358,674,084 Investment income: Dividend in

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260312092841NAL0006677347001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗