Plan Snapshot
- Plan Sponsor: Justice Resource Institute
- Sponsor EIN: 042526357
- Sponsor Address: 160 GOULD STREET, SUITE 300, NEEDHAM, MA, 02494
- Plan Type: 401(k)
- Total Participants: 3,007
- Total Assets: $65.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,007 | $65.1M | $936,664 | $5.2M |
| 2023 | 2,937 | $54.9M | $875,902 | $4.5M |
| 2022 | 2,827 | $44.0M | $873,023 | $4.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $111,894 | — | $111,894 |
| AAFCPAS, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,894
- Estimated Expense Ratio: 0.172% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $111,995 | $19,236 | — | — | — |
| 2023 | $96,319 | $12,041 | — | — | — |
| 2022 | $92,279 | — | — | — | — |