How big is Project Management Institute, Inc.'s plan?

Project Management Institute, Inc.'s plan reported $101.4M in assets and 572 participants for 2024.

Original filing (PDF)20251015103725NAL0005820496001

Project Management Institute, Inc.

Name: Project Management Institute, Inc. — Project Managem, Form 5500 (2024)
Creator: Project Management Institute, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Project Management Institute Employee Savings Plan

401(k) retirement plan · Project Management Institute, Inc.'s Project Management Institute Employee Savings Plan held $101.4M in plan assets for 572 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

572

Accounts w/ balance

728

Plan assets (EOY)

$101.4M

Net assets (EOY)

$101.4M

People on this filing

Dorothy McKelvy signed Project Management Institute, Inc.'s 2024 Form 5500 as plan administrator.

Dorothy McKelvy — 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

Project Management Institute, Inc.'s EIN is 23-1887442.

EIN 23-1887442

Plan number 003

Plan year 2024

ACK ID 20251015103725NAL0005820496001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Project Management Institute, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

How this plan invests

This plan

41 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1112K (10% of contributions).

Helping the score

Below-peer total plan cost (90th percentile).

Plan sponsor

Name

PROJECT MANAGEMENT INSTITUTE, INC.

EIN

all filings

Address

18 CAMPUS BLVD · STE. 150 · NEWTOWN SQUARE, PA · 19073

Phone

(610) 356-4600

Industry

Other Services (ex. Public Admin)

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$8K	—

Investments

41 direct securities· $101.4M(100% of reported assets)

Mutual Funds

$94.4M

38 holdings

Common Collective Trusts

$6.2M

2 holdings

Bonds / Notes

$823K

1 holding

					% of plan
Fidelity Fund—Class K	Mutual Funds	—	—	$11.6M	11.5%
Fidelity Freedom 2040 Fund - Class K6	Mutual Funds	—	—	$9.3M	9.2%
Fidelity Blue Chip Growth Fund—Class K	Mutual Funds	—	—	$7.1M	7.0%
Fidelity Freedom 2045 Fund - Class K6	Mutual Funds	—	—	$6.6M	6.5%
Fidelity Freedom 2035 Fund - Class K6	Mutual Funds	—	—	$6.4M	6.3%
Fidelity Growth Company Fund—Class K	Mutual Funds	—	—	$5.7M	5.6%
Fidelity Total Market Index Fund	Common Collective Trusts	—	—	$5.2M	5.2%
Fidelity Freedom 2050 Fund - Class K6	Mutual Funds	—	—	$4.9M	4.9%
Fidelity Freedom 2025 Fund - Class K6	Mutual Funds	—	—	$4.3M	4.3%
Fidelity Contrafund—Class K	Mutual Funds	—	—	$4.3M	4.2%
Fidelity Freedom 2030 Fund - Class K6	Mutual Funds	—	—	$4.2M	4.1%
Fidelity Freedom 2055 Fund - Class K6	Mutual Funds	—	—	$3.7M	3.7%
Fidelity Government Money Market Fund	Mutual Funds	—	—	$3.4M	3.3%
Fidelity OTC Portfolio—Class K	Mutual Funds	—	—	$3.0M	3.0%
Fidelity Mid-Cap Stock Fund—Class K	Mutual Funds	—	—	$1.7M	1.7%
Fidelity Diversified International Fund—Class K	Mutual Funds	—	—	$1.7M	1.6%
Fidelity Puritan Fund—Class K	Mutual Funds	—	—	$1.6M	1.5%
Fidelity Focused Stock Fund	Mutual Funds	—	—	$1.4M	1.4%
Fidelity Overseas Fund—Class K	Mutual Funds	—	—	$1.4M	1.4%
Fidelity Value Fund—Class K	Mutual Funds	—	—	$1.3M	1.3%
Fidelity Large Cap Stock Fund	Mutual Funds	—	—	$1.1M	1.1%
Fidelity Investment Grade Bond Fund	Mutual Funds	—	—	$1.1M	1.1%
Fidelity Small Cap Discovery Fund	Mutual Funds	—	—	$1.0M	1.0%
Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$967K	1.0%
Fidelity Small Cap Value Fund	Mutual Funds	—	—	$946K	0.9%
Fidelity Dividend Growth Fund—Class K	Mutual Funds	—	—	$871K	0.9%
Fidelity Equity-Income Fund—Class K	Mutual Funds	—	—	$842K	0.8%
Fidelity Intermediate Bond Fund	Mutual Funds	—	—	$829K	0.8%
Participants Participant loans at 4.25 to 9.50% interest rate, maturing through 2034	Bonds / Notes	—	—	$823K	0.8%
Fidelity Growth Strategies Fund—Class K	Mutual Funds	—	—	$771K	0.8%
Fidelity Freedom 2060 Fund - Class K6	Mutual Funds	—	—	$726K	0.7%
Fidelity Low-Priced Stock Fund—Class K	Mutual Funds	—	—	$542K	0.5%
Fidelity Equity Dividend Income Fund—Class K	Mutual Funds	—	—	$495K	0.5%
Fidelity Value Strategies Fund—Class K	Mutual Funds	—	—	$409K	0.4%
Fidelity Short-Term Bond Fund	Mutual Funds	—	—	$337K	0.3%
Fidelity Real Estate Investment Portfolio	Mutual Funds	—	—	$315K	0.3%
Fidelity Freedom 2020 Fund - Class K6	Mutual Funds	—	—	$194K	0.2%
Fidelity Freedom 2065 Fund - Class K6	Mutual Funds	—	—	$155K	0.2%
Fidelity Freedom 2015 Fund - Class K6	Mutual Funds	—	—	$103K	0.1%
Fidelity Freedom 2015 Fund - Class K6	Mutual Funds	—	—	$62K	<0.1%
Fidelity Freedom Income Fund—Class K6	Mutual Funds	—	—	$14K	<0.1%