How big is Justice Resource Institute, Inc.'s plan?

Justice Resource Institute, Inc.'s plan reported $14.2M in assets and 85 participants for 2024.

Original filing (PDF)20251007091559NAL0002534835001

Justice Resource Institute, Inc.

Name: Justice Resource Institute, Inc. — 403(b) Plan for, Form 5500 (2024)
Creator: Justice Resource Institute, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Plan for Employees of JRI

403(b) retirement plan · Justice Resource Institute, Inc.'s 403(b) Plan for Employees of JRI held $14.2M in plan assets for 85 participants in 2024, with Schwab as recordkeeper.

Active participants

Accounts w/ balance

129

Plan assets (EOY)

$14.2M

Net assets (EOY)

$14.2M

People on this filing

Bisser Dokov, CFO signed Justice Resource Institute, Inc.'s 2024 Form 5500 as plan administrator.

Bisser Dokov, CFO — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Justice Resource Institute, Inc.'s EIN is 04-2526357.

EIN 04-2526357

Plan number 003

Plan year 2024

ACK ID 20251007091559NAL0002534835001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Justice Resource Institute, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Justice Resource Institute, Inc.'s plan includes a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JUSTICE RESOURCE INSTITUTE, INC..

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How this plan invests

This plan

52 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (4th percentile).

Plan sponsor

Name

JUSTICE RESOURCE INSTITUTE, INC.

EIN

all filings

Address

160 GOULD STREET, SUITE 300 · NEEDHAM, MA · 02494

Phone

(617) 450-0500

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

AAFCPAS, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCHWAB RETIREMENT PLAN SERVICES,INC	34-1479833	—	NONE	$21K	—

Investments

52 direct securities· $12.2M(86% of reported assets)

Mutual Funds

$6.3M

24 holdings

Other securities

$3.7M

19 holdings

Common Collective Trusts

$1.8M

5 holdings

Stable Value

$354K

3 holdings

Common Stocks

$72K

1 holding

					% of plan
Vanguard 500 Index Admiral Mutual Fund	Common Collective Trusts	—	—	$1.7M	11.8%
Dodge & Cox Income Fund Mutual Fund	Mutual Funds	—	—	$1.3M	9.3%
Washington Mutual Fund R6 Mutual Fund	Other securities	—	—	$1.2M	8.6%
American Balanced Fund R6 Mutual Fund	Other securities	—	—	$927K	6.5%
Euro Pacific Growth R6 Mutual Fund	Other securities	—	—	$678K	4.8%
American Funds New Perspective Mutual Fund	Mutual Funds	—	—	$674K	4.8%
American Funds Target Date 2035 R6 Mutual Fund	Mutual Funds	—	—	$542K	3.8%
PIMCO Diversified Income Mutual Fund	Mutual Funds	—	—	$509K	3.6%
Vanguard Developed Market Index Admiral Mutual Fund	Mutual Funds	—	—	$487K	3.4%
American Funds Target Date 2045 R6 Mutual Fund	Mutual Funds	—	—	$375K	2.6%
Lincoln Stable Value Account Guaranteed Investment Contract	Stable Value	—	—	$328K	2.3%
MFS Mid Cap Growth R3 Mutual Fund	Mutual Funds	—	—	$315K	2.2%
American Funds Target Date 2040 R6 Mutual Fund	Mutual Funds	—	—	$302K	2.1%
MFS Mid Cap Value Class R3 Mutual Fund	Mutual Funds	—	—	$295K	2.1%
T. Rowe Price High Yield Mutual Fund	Other securities	—	—	$270K	1.9%
Vanguard Mid Cap Index Admiral Mutual Fund	Mutual Funds	—	—	$235K	1.7%
American Funds Target Date 2025 R6 Mutual Fund	Mutual Funds	—	—	$200K	1.4%
Vanguard Small Cap Index Admiral Mutual Fund	Mutual Funds	—	—	$196K	1.4%
American Funds Target Date 2020 R6 Mutual Fund	Mutual Funds	—	—	$157K	1.1%
American Funds Target Date 2015 R6 Mutual Fund	Mutual Funds	—	—	$153K	1.1%
First Eagle Global A Mutual Fund	Other securities	—	—	$147K	1.0%
American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$140K	1.0%
American Century Small Cap Growth R6 Mutual Fund	Other securities	—	—	$122K	0.9%
American Funds Target Date 2030 R6 Mutual Fund	Mutual Funds	—	—	$120K	0.8%
Undiscovered Managers Mutual Fund	Other securities	—	—	$116K	0.8%
American Funds Target Date 2050 R6 Mutual Fund	Mutual Funds	—	—	$80K	0.6%
EQ/Common Stock Index Variable Annuity	Common Stocks	—	—	$72K	0.5%
EQ/Equity 500 Index Variable Annuity	Common Collective Trusts	—	—	$70K	0.5%
Nuveen Real Estate Secs I Mutual Fund	Mutual Funds	—	—	$67K	0.5%
John Hancock Disc Value R6 Mutual Fund	Other securities	—	—	$55K	0.4%
Great-West S&P 500 Index Fund Inv Variable Annuity	Common Collective Trusts	—	—	$42K	0.3%
December 2029 -	Other securities	—	—	$41K	0.3%
Great-West S&P Small Cap 600 Index Fund Inv Variable Annuity	Common Collective Trusts	—	—	$40K	0.3%
Great-West Ariel Mid Cap Value Fund Inv Variable Annuity	Other securities	—	—	$32K	0.2%
American Funds Target Date 2055 R6 Mutual Fund	Mutual Funds	—	—	$32K	0.2%
Great-West Daily Interest Guarantee Fund Guaranteed Investment Contract	Stable Value	—	—	$23K	0.2%
MFS Investors Trust Variable Annuity	Mutual Funds	—	—	$20K	0.1%
AXA Large Cap Value Managed Vol Variable Annuity	Other securities	—	—	$16K	0.1%
EQ/Goldman Sachs Mid Cap Value Variable Annuity	Other securities	—	—	$15K	0.1%
EQ/BlackRock Basic Value Equity Variable Annuity	Other securities	—	—	$14K	<0.1%
Fidelity VIP Growth Portfolio Variable Annuity	Mutual Funds	—	—	$13K	<0.1%
EQ/MFS Utilities Series Variable Annuity	Mutual Funds	—	—	$12K	<0.1%
AXA Mid Cap Value Managed Vol Variable Annuity	Other securities	—	—	$11K	<0.1%
EQ/Invesco Comstock Variable Annuity	Mutual Funds	—	—	$8K	<0.1%
EQ/International Equity Index Variable Annuity	Common Collective Trusts	—	—	$6K	<0.1%
Alger Balanced I-2 Variable Annuity	Other securities	—	—	$6K	<0.1%
AXA Global Equity Managed Vol Variable Annuity	Other securities	—	—	$6K	<0.1%
EQ/JPMorgan Growth Stock Variable Annuity	Other securities	—	—	$6K	<0.1%
EQ/Fidelity installment Am. Large Cap Variable Annuity	Mutual Funds	—	—	$6K	<0.1%
AXA/AB Small Cap Growth Variable Annuity	Other securities	—	—	$5K	<0.1%