Plan Snapshot
- Plan Sponsor: Justice Resource Institute, INC.
- Sponsor EIN: 042526357
- Sponsor Address: 160 GOULD STREET, NEEDHAM, MA, 02494
- Plan Type: DB
- Total Participants: 1,921
- Total Assets: $168.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,921 | $168.0M | $20.2M | $0 |
| 2023 | 1,813 | $138.6M | $17.3M | $0 |
| 2022 | 1,746 | $117.0M | $16.7M | $0 |
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 |
|---|---|---|---|---|
| MATRIX TRUST COMPANY | NONE | $505,361 | — | $505,361 |
| AAFCPAS, INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MATRIX TRUST COMPANY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $505,361
- Estimated Expense Ratio: 0.301% 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 | $505,706 | $464,826 | — | — | — |
| 2023 | $427,865 | $405,079 | — | — | — |
| 2022 | $433,476 | $398,641 | — | — | — |