Bisser Dokov signed Justice Resource Institute, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Justice Resource Institute, Inc.'s EIN is 04-2526357.
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)Justice Resource Institute, Inc.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $505K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Institutional Stock Exchange Traded Fund | Mutual Funds | — | $11.2M | $11.7M | 7.0% | |
| Invesco S&P 500 Equal Weight I Exchange Traded Fund | Common Collective Trusts | — | $4.8M | $8.1M | 4.8% | |
| Vanguard Russell 1000 Growth Exchange Traded Fund | Common Collective Trusts | — | $3.6M | $7.1M | 4.2% | |
| PIMCO Income I2 Mutual Fund | Mutual Funds | — | $6.1M | $6.2M | 3.7% | |
| Natixis Loomis SAY C/P Bond Y Mutual Fund | Other securities | — | $6.6M | $6.1M | 3.6% | |
| Fidelity Total Bond ETF Exchange Traded Fund | Mutual Funds | — | $6.1M | $6.1M | 3.6% | |
| First Eagle Global I Mutual Fund | Other securities | — | $5.1M | $5.9M | 3.5% | |
| MFS International Diversication Mutual Fund | Mutual Funds | — | $5.4M | $5.7M | 3.4% | |
| Capital Group Intl Focus ETF Exchange Traded Fund | Common Stocks | — | $5.8M | $5.7M | 3.4% | |
| MFS Mass Inv Growth Stk I Mutual Fund | Mutual Funds | — | $3.7M | $5.3M | 3.1% | |
| Columbia Dividend Income Z Mutual Fund | Other securities | — | $3.4M | $5.2M | 3.1% | |
| Vanguard Value ETF Exchange Traded Fund | Mutual Funds | — | $3.9M | $5.1M | 3.1% | |
| Proshares S&P 500 Exchange Traded Fund | Common Collective Trusts | — | $3.3M | $4.9M | 2.9% | |
| American Funds Bond Fund of Amer F2 Mutual Fund | Mutual Funds | — | $5.2M | $4.7M | 2.8% | |
| Capital Group Core Balanced ETF Exchange Traded Fund | Common Stocks | — | $4.2M | $4.6M | 2.7% | |
| Janus Henderson Balanced Fund I Mutual Fund | Mutual Funds | — | $3.5M | $4.6M | 2.7% | |
| BlackRock Event Driven Equity Instl Mutual Fund | Other securities | — | $3.4M | $3.4M | 2.0% | |
| Guggenheim- Limit Duration- I Mutual Fund | Other securities | — | $3.3M | $3.3M | 1.9% | |
| RA Capital Healthcare Fund, LP Limited Partnership | Other securities | — | $671K | $3.1M | 1.8% | |
| First Trust Institutional Pr Exchange Traded Fund | Other securities | — | $3.0M | $3.1M | 1.8% | |
| Invesco Variable Rate Preferred ETF Exchange Traded Fund | Mutual Funds | — | $3.1M | $3.1M | 1.8% | |
| iShares Core S&P Small-Cap ETF Exchange Traded Fund | Other securities | — | $2.8M | $3.0M | 1.8% | |
| Vanguard Short Term Treasury ETF Exchange Traded Fund | Mutual Funds | — | $2.7M | $2.7M | 1.6% | |
| JP Morgan Hedged Equity 3-1 Mutual Fund | Other securities | — | $2.0M | $2.4M | 1.5% | |
| Cohen & Stears Real Estate Securities I Mutual Fund | Other securities | — | $2.0M | $2.2M | 1.3% | |
| Cohen & Stears Global Realty I Mutual Fund | Other securities | — | $2.1M | $2.2M | 1.3% | |
| Morgan Stanley Bank Deposit Program Money Market | Cash / Money Market | — | $634K | $634K | 0.4% | |
| Metlife Inc 6.500% Bond Corporate Bond | Bonds / Notes | — | $552K | $544K | 0.3% | |
| Schwab Money Market Fund Money Market | Mutual Funds | — | $531K | $531K | 0.3% | |
| RTX Corp 6.000% Bond Corporate Bond | Bonds / Notes | — | $524K | $525K | 0.3% | |
| Ebay Inc 5.9% Bond Corporate Bond | Bonds / Notes | — | $518K | $517K | 0.3% | |
| Oneok Inc 5.800% Bond Corporate Bond | Bonds / Notes | — | $533K | $515K | 0.3% | |
| Allstate Corp 5.350% Bond Corporate Bond | Bonds / Notes | — | $520K | $503K | 0.3% | |
| Gilead Sciences Inc 5.250% Bond Corporate Bond | Bonds / Notes | — | $507K | $502K | 0.3% | |
| Citigroup Inc 3.875% Bond Corporate Bond | Bonds / Notes | — | $504K | $498K | 0.3% | |
| Bank of America Corp 4.45% Bond Corporate Bond | Bonds / Notes | — | $503K | $497K | 0.3% | |
| Valero Energy Partners Corporate Bond | Other securities | — | $496K | $493K | 0.3% | |
| Northrop Grumman Corp 4.900% Bond Corporate Bond | Bonds / Notes | — | $509K | $488K | 0.3% | |
| American International Group Corporate Bond | Common Stocks | — | $478K | $483K | 0.3% | |
| Textron Inc 3.375% Bond Corporate Bond | Bonds / Notes | — | $481K | $475K | 0.3% | |
| Duke Energy Corp 2.550% Bond Corporate Bond | Bonds / Notes | — | $470K | $470K | 0.3% | |
| Harris Corporation 3.832% Bond Corporate Bond | Bonds / Notes | — | $443K | $449K | 0.3% | |
| Intel Corp 2.450% Bond Corporate Bond | Bonds / Notes | — | $445K | $440K | 0.3% | |
| Unitedhealth Group Inc. Corporate Bond | Common Stocks | — | $412K | $431K | 0.3% | |
| Chambers Energy Capital II TE, LP Limited Partnership | Other securities | — | $1.3M | $377K | 0.2% | |
| US Treasury Note/Bond 1.750% U.S. Government Security | U.S. Treasuries | — | $248K | $249K | 0.1% | |
| Stellus Credit VCOC Fund I, LLC Limited Liability Company | Common Stocks | — | $1.4M | $166K | <0.1% | |
| Cash Money Market | Cash / Money Market | — | $16K | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
