Justice Resource Institute 401(k) match, vesting and fees
What Justice Resource Institute's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Aafcpas, Inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 263 defined-contribution plans in other services with 1,000 to 4,999 participants.
| Justice Resource Institute: employer contribution per participant | $499 | |
| Peer median | $1,431 |
| Justice Resource Institute: average balance | $34,688 | |
| Peer median | $42,646 |
| Justice Resource Institute: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.23% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $54.9M at the end of plan year 2023 to $65.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,708 | $65.1M | $937K | $499 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 3,626 | $54.9M | $876K | $494 | 0.19% | Not published | Form 5500 ↗ |
Other Justice Resource Institute plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
403(b) Plan for Employees of Jri
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Aafcpas, Inc. (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Pension Plan of Justice Resource Institute, Inc.
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Aafcpas, Inc (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Justice Resource Institute match 401(k) contributions?
The match terms for the 401(k) Plan for Employees of Jri have not been published from its filing yet. The plan year 2024 filing reports $937K in employer contributions, about $499 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Justice Resource Institute 401(k) match vested?
The vesting schedule for the 401(k) Plan for Employees of Jri is not in the data published so far. Your Summary Plan Description states it.
Who manages the Justice Resource Institute 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Justice Resource Institute.
I left Justice Resource Institute. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Justice Resource Institute, (617) 450-0500) or the recordkeeper, Schwab Retirement Plan Services,inc. The Justice Resource Institute old 401(k) page lists the contacts from every plan filing. Find an old Justice Resource Institute 401(k)
Data from the public Form 5500 annual reports Justice Resource Institute filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Justice Resource Institute. Not financial advice. Report a correction · Methodology