Department of Labor filing

CHASE REAL ESTATE SERVICES

CHASE REAL ESTATE SERVICES · For the plan year ended Dec 31, 2025

Spot something wrong?
Public filing 2025 · received May 22, 2026Verified current terms Not available

Plan summary

The numbers that matter first

The filing reports $26,381 in employer contributions.

71plan health
medium confidence
01 · Employer matchSee verified formula

may not exceed the applicable statutory limit.

02 · Maximum employer contributionSee formula

Extracted from an official plan filing; editorial verification is pending.

03 · VestingOfficial filing detail

ed benefits A Participant who terminates employment may elect to receive the value of his or her vested benefit under the Plan.

04 · Fees and expensesOfficial filing detail

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.

05 · Investment choicesOfficial filing detail

annually by 1 % until they reach a before-tax contribution rate of 10 % .

06 · Eligibility and waiting periodImmediate

ations.

07 · Automatic enrollmentReported

well as employees who are classified as intern, seasonal, or temporary, are eligible to participate after completing one year of service.

08 · Roth 401(k)Available

ributions Participant contributions Participants may contribute to the Plan through payroll deductions of up to 50 % of eligible compensation (in 1 % increments) as pre-tax and/or Roth 401(k) contributions and, effective July 23, 2025, may also make up to $ 10,000 in non-Roth after-tax contributions per year, in each case subject to applicable legal and plan limits ("Contributions"). Eligible compensation generally means base salary/regular pay and variable incentive compensation. Eligible compensation excludes overtime, sign-on bonuses and similar awards, referral awards, stipends, non-cash awards (such as equity awards), and allowances. The maximum annual eligible compensation under the Plan may not exceed the applicable statutory limit. In addition, Participants who are age 50 or older

09 · Employer contribution vs. peers$3,298

Up 0.0% over the filing history shown.

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 · 2025There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributions73rd percentileTypical peer $1,709 · based on 10,497 comparable plans
Lower reported administrative expenseNot enough dataTypical peer $83 · based on 9,604 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. Limitations: administrative_cost_measure_unavailable_or_zero

The short version

What employees should know

For the year ended Dec 31, 2025, CHASE REAL ESTATE SERVICES reported $26,381 in employer contributions across this plan, or $3,298 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating8

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 timeNot enough history

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

Peer comparisonSmall plan

A fair peer score is not available yet.

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
$26,381
$3,298 per active participant
Participant contributions
$100,742
Other contributions
Not reported
Amounts not classified as employer or participant contributions
Employer share of contributions
20.8%
Active participants
8
Small plan
Total participants
8
8 at the beginning of the year
Ending assets
$994,860
$124,358 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$730,627
Ending net assets
$994,860
Beginning liabilities
Not reported
Ending liabilities
Not reported
Total income
$264,233
Total expenses
$0
Administrative expenses
Not reported
Not reported 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
$3,298
Administrative cost per participant
2025
Not reported
Active participants
2025
8
Total plan assets
2025
$994,860
Participant loans as a share of assets
2025
Not reported
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$3,2988994.9K

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
562024445-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Mar 1, 2018
Industry
Real estate
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D

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, 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

10-K · report period Dec 31, 2025QUANTA SERVICES, INC. — 10-K filed 2026-02-19
Official filing · details not yet checked
What it says about employer contributions

le U.S. employees who are not provided retirement benefits through a collective bargaining agreement may make contributions through payroll deductions and to which we make certain matching contributions. Ethics and Compliance All of our employees are subject to Quanta’s Code of Conduct, which addresses compliance with applicable laws and Quanta’s policies concerning, among other things, general business ethics, competition, anti-corruption and bribery, environmental protection, conflicts of interest, harassment and discrimination, data security and privacy, and insider trading. Quanta’s Code of Conduct also informs employees and third parties (such as suppliers, subcontractors and members of the public) about the resources and confidential reporting mechanisms available to detect, prevent

What it says about vesting

law. Quanta may also make discretionary employer contributions to such plan. Matching contributions vest immediately, and discretionary employer contributions may be subject to a vesting schedule determined at the time of the contribution, provided that vesting accelerates upon a change in control or the participant’s death or retirement. All matching and discretionary employer contributions, whether vested or not, are forfeited upon a participant’s termination of employment for cause or upon the participant engaging in competition with Quanta or any of its affiliates. As of December 31, 2025 and 2024, the liability related to deferred cash compensation under these plans, including amounts contributed by Quanta, was $ 126.1 million and $ 110.2 million, the majority of which was included i

What it says about fees

2 20.1 % Gross profit 4,275,081 15.0 3,510,761 14.8 764,320 21.8 % Equity in earnings of integral unconsolidated affiliates 55,635 0.2 50,484 0.2 5,151 10.2 % Selling, general and administrative expenses (2,189,209) (7.7) (1,824,754) (7.7) (364,455) 20.0 % Amortization of intangible assets (498,795) (1.7) (382,959) (1.6) (115,836) 30.2 % Increase in fair value of contingent consideration liabilities (31,203) (0.1) (7,064) — (24,139) 341.7 % Operating income 1,611,509 5.7 1,346,468 5.7 265,041 19.7 % Interest and other financing expenses (261,445) (1.0) (202,687) (0.9) (58,758) 29.0 % Interest income 15,702 0.1 32,404 0.1 (16,702) (51.5) % Other income, net 23,739 0.1 35,845 0.2 (12,106) (33.8) % Income before income taxes 1,389,505 4.9 1,212,030 5.1 177,475 14.6 % Provision for income taxe

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

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_ID20260522135312NAL0007115938001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗