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Original filing (PDF)20251014121709NAL0001361587001
JSI RESEARCH & TRAINING INSTITUTE, INC.
Form 5500
FILING_RECEIVED
JSI RESEARCH & TRAINING INSTITUTE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
809
Accounts w/ balance
1,249
Plan assets (EOY)
$238.1M
Net assets (EOY)
$238.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JSI RESEARCH & TRAINING INSTITUTE, INC..
Plan sponsor
Name
JSI RESEARCH & TRAINING INSTITUTE, INC.
EIN
04-2679824
Address
44 FARNSWORTH STREET · BOSTON, MA · 02210
Phone
(617) 482-9485
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $97K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $90K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | — | KINGSTON, NH | AUDITOR | $16K | — |
Investments
28 direct securities · 2 pooled funds· $237.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$196.6M
28 holdings
Common Collective Trust
$41.0M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM S AND P 500 INDEX FUND CLASS PUTNAM INVESTMENTS · EIN 04-2884233 / PN 201 | Common Collective Trust | — | — | $40.6M | 17.1% | |
| Putnam Sustainable Leaders Fund Class Y " | — | — | — | $20.8M | 8.8% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 " | — | — | — | $17.3M | 7.3% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 " | — | — | — | $16.2M | 6.8% | |
| Vanguard Treasury Money Market Investor " | — | — | — | $15.8M | 6.6% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 " | — | — | — | $15.4M | 6.4% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 " | — | — | — | $12.8M | 5.4% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares " | — | — | — | $11.1M | 4.6% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 " | — | — | — | $10.4M | 4.4% | |
| Putnam Large Cap Value Fund Class Y " | — | — | — | $10.1M | 4.3% | |
| Vanguard Small-Cap Index Fund Admiral Shares " | — | — | — | $8.9M | 3.7% | |
| Putnam Income Fund Class Y " | — | — | — | $7.7M | 3.2% | |
| Putnam Core Equity Fund Class Y " | — | — | — | $7.5M | 3.1% | |
| MFS International Equity Fund Class R6 " | — | — | — | $7.4M | 3.1% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 " | — | — | — | $7.4M | 3.1% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 " | — | — | — | $4.9M | 2.0% | |
| BlackRock High Yield Bond Portfolio Institutional Shares " | — | — | — | $4.4M | 1.9% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 " | — | — | — | $3.9M | 1.6% | |
| American Funds 2015 Target Date Retirement Fund Class R-6 " | — | — | — | $3.6M | 1.5% | |
| American Funds 2020 Target Date Retirement Fund Class R-6 " | — | — | — | $3.5M | 1.5% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares " | — | — | — | $2.6M | 1.1% | |
| American Funds 2010 Target Date Retirement Fund Class R-6 " | — | — | — | $1.4M | 0.6% | |
| American Funds 2065 Target Date Retirement Fund Class R-6 " | — | — | — | $1.0M | 0.4% | |
| Participant Loans (4.25% - 9.50%) - | — | — | — | $960K | 0.4% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares " | — | — | — | $904K | 0.4% | |
| Vanguard Total International Stock Index Fund Admiral Shares " | — | — | — | $527K | 0.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $326K | 0.1% | |
| Payden Emerging Markets Bond " | — | — | — | $89K | <0.1% | |
| PIMCO International Bond Fund (Unhedged) Institutional Class " | — | — | — | $53K | <0.1% | |
| AB Sustainable Global Thematic Fund Class A Mutual fund | — | — | — | $25K | <0.1% |
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