# Justice Resource Institute, INC. DB Plan
Source: https://planprovider.pro/companies/justice-resource-institute-inc-plan-004

> Justice Resource Institute, INC.'s DB plan: 1,921 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, 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](https://planprovider.pro/provider/aspire-financial-services) — 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|—|—|—|

## Similar Plans

- [Ultra Electronics INC.](https://planprovider.pro/companies/ultra-electronics-inc-401k-plan) — 1,813 participants

- [Chelsea Jewish Lifecare, INC.](https://planprovider.pro/companies/chelsea-jewish-lifecare-inc-403b-plan) — 1,779 participants

- [The Charles Stark Draper Laboratory, INC.](https://planprovider.pro/companies/the-charles-stark-draper-laboratory-inc-403b-plan) — 1,519 participants

- [The Charles Stark Draper Laboratory, INC.](https://planprovider.pro/companies/the-charles-stark-draper-laboratory-403b-plan) — 2,451 participants

- [City Year, INC.](https://planprovider.pro/companies/city-year-inc-401k-plan) — 847 participants

- [Justice Resource Institute](https://planprovider.pro/companies/justice-resource-institute-401k-plan) — 3,007 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/justice-resource-institute-inc-plan-004)

© 2026 PlanProvider.Pro