# Justice Resource Institute 401(k) Plan
Source: https://planprovider.pro/companies/justice-resource-institute-401k-plan

> Justice Resource Institute's 401(k) plan: 3,007 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## 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|—|—|—|—|

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