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Original filing (PDF)20251010141630NAL0018800546001
PROJECT ORBIS INTERNATIONAL, INC.
Form 5500
FILING_RECEIVED
PROJECT ORBIS INTERNATIONAL, INC. RETIREMENT PLAN
403(b) retirement plan
Active participants
62
Accounts w/ balance
103
Plan assets (EOY)
$13.9M
Net assets (EOY)
$13.9M
How this plan invests
This plan
25 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
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROJECT ORBIS INTERNATIONAL, INC..
Plan sponsor
Name
PROJECT ORBIS INTERNATIONAL, INC.
EIN
23-7297651
Address
52 VANDERBILT AVENUE 8TH FLOOR · NEW YORK, NY · 10017
Phone
(646) 674-5500
Industry
Other Services (ex. Public Admin)see 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
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
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)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $22K | — |
Investments
25 direct securities· $13.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Participant Loans | — | — | $0 | $2.5M | 18.0% | |
| T. ROWE PRICE RTMT 2015 I FD | — | — | $0 | $2.3M | 16.4% | |
| T. ROWE PRICE RTMT 2060 I FD | — | — | $0 | $1.6M | 11.3% | |
| T. ROWE PRICE RTMT 2050 I FD | — | — | $0 | $962K | 6.9% | |
| T. ROWE PRICE RTMT 2035 I FD | — | — | $0 | $939K | 6.8% | |
| T. ROWE PRICE RTMT 2040 I FD | — | — | $0 | $891K | 6.4% | |
| T. ROWE PRICE RTMT 2045 I FD | — | — | $0 | $851K | 6.1% | |
| T. Rowe Price US Lg Cp Cr I | — | — | $0 | $828K | 6.0% | |
| Prin Fixed Inc Guar Option | — | — | $0 | $750K | 5.4% | |
| T. ROWE PRICE RTMT 2030 I FD | — | — | $0 | $468K | 3.4% | |
| Fidelity 500 Index Fund | — | — | $0 | $431K | 3.1% | |
| T. ROWE PRICE RTMT 2010 I FD | — | — | $0 | $272K | 2.0% | |
| T. ROWE PRICE RTMT 2055 I FD | — | — | $0 | $193K | 1.4% | |
| Fidelity US Bond Index Fund | — | — | $0 | $150K | 1.1% | |
| Fidelity Glb ex US Index Fd | — | — | $0 | $137K | 1.0% | |
| T. ROWE PRICE RTMT BAL I FUND | — | — | $0 | $106K | 0.8% | |
| PIMCO Income Institutional Fd | — | — | $0 | $104K | 0.8% | |
| DoubleLine Core Fixed Inc I Fd | — | — | $0 | $87K | 0.6% | |
| Artisan Intl Value Inst Fund | — | — | $0 | $58K | 0.4% | |
| AMG GW&K Sm/Md Cap Z Fd | — | — | $0 | $58K | 0.4% | |
| Am Fds EuroPacific Grth R6 Fd | — | — | $0 | $48K | 0.3% | |
| DODGE & COX STOCK X FUND | — | — | $0 | $31K | 0.2% | |
| T. ROWE PRICE RTMT 2020 I FD | — | — | $0 | $30K | 0.2% | |
| T. ROWE PRICE RTMT 2025 I FD | — | — | $0 | $27K | 0.2% | |
| Fidelity Extended Mkt Idx Fd | — | — | $0 | $26K | 0.2% |
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