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Original filing (PDF)20250926155043NAL0004084531001
VERA INSTITUTE OF JUSTICE, INC.
Form 5500
FILING_RECEIVED
VERA INSTITUTE PENSION PLAN
Defined-contribution retirement plan
Active participants
88
Accounts w/ balance
241
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
How this plan invests
This plan
22 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 VERA INSTITUTE OF JUSTICE, INC..
Plan sponsor
Name
VERA INSTITUTE OF JUSTICE, INC.
EIN
13-1941627
Address
34 35TH STREET, 4-2A · BROOKLYN, NY · 11232
Phone
(212) 376-3068
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | NONE | $34K | — |
| KESTRA INVESTMENT SERVICES LLC | — | AUSTIN, TX | NONE | $0 | — |
Investments
22 direct securities· $7.2M(100% of reported assets)
Uncategorized
$6.0M
21 holdings
Mutual Funds
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S SHARES / UNITS Vanguard 500 Index Admiral | Mutual Funds | — | $2K | $1.2M | 16.8% | |
| GROUP ANNUITY CONTRACT * Capital Preservation Account | — | — | — | $954K | 13.3% | |
| Franklin Dynatech R6 | — | — | $4K | $674K | 9.4% | |
| Calvert US Large Cap Core Rspnb Idx A | — | — | $11K | $529K | 7.4% | |
| MFS Core Equity R6 | — | — | $8K | $457K | 6.4% | |
| JPMorgan Total Return R6 | — | — | $51K | $444K | 6.2% | |
| MFS Value R6 | — | — | $8K | $391K | 5.5% | |
| Victory RS International Y | — | — | $26K | $378K | 5.3% | |
| Fidelity Mid-Cap Index | — | — | $8K | $279K | 3.9% | |
| Vanguard Small Cap Index Adm | — | — | $2K | $268K | 3.7% | |
| JPMorgan Emerging Markets Equity R6 | — | — | $9K | $267K | 3.7% | |
| Allspring Special Mid Cap Value A | — | — | $5K | $237K | 3.3% | |
| Putnam International Value R6 | — | — | $18K | $233K | 3.2% | |
| Allspring Special Small Cap Value R6 | — | — | $6K | $226K | 3.2% | |
| American Funds American Balanced R6 | — | — | $5K | $186K | 2.6% | |
| Blackrock Mid-Cap Growth Equity K | — | — | $4K | $174K | 2.4% | |
| JPMorgan Small Cap Growth R6 | — | — | $6K | $137K | 1.9% | |
| DFA Real Estate Securities I | — | — | $2K | $61K | 0.8% | |
| MassMutual Inflation-Protected & Inc R5 | — | — | $4K | $39K | 0.5% | |
| Calvert Bond A 842 | — | — | — | $12K | 0.2% | |
| Vanguard Real Estate Index Admiral 66 | — | — | — | $8K | 0.1% | |
| Calvert Emerging Markets Equity I 343 | — | — | — | $6K | <0.1% |