Melinda Wagner signed Projects Unlimited Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Projects Unlimited Inc.'s EIN is 31-0566948.
Download the official 2024 Form 5500 (PDF) for Projects Unlimited Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Projects Unlimited Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT | 52-2114207 | — | ADVISOR | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2025 Fund | Mutual Funds | — | $189K | $2.4M | 17.7% | |
| Fidelity Advisor Freedom 2035 Fund | Mutual Funds | — | $89K | $1.3M | 9.7% | |
| Fidelity Advisor Freedom 2020 Fund | Mutual Funds | — | $89K | $1.0M | 7.8% | |
| Fidelity Advisor Freedom 2050 Fund | Mutual Funds | — | $71K | $951K | 7.1% | |
| Fidelity Advisor Freedom 2045 Fund | Mutual Funds | — | $63K | $841K | 6.3% | |
| Fidelity Advisor Freedom 2030 Fund | Mutual Funds | — | $55K | $788K | 5.9% | |
| American Funds American Funds Fundamental Invs R4 | Mutual Funds | — | $7K | $556K | 4.1% | |
| Fidelity Advisor New Insights Fund | Mutual Funds | — | $12K | $513K | 3.8% | |
| Fidelity Advisor Freedom 2055 Fund | Mutual Funds | — | $34K | $507K | 3.8% | |
| Invesco Global A | Mutual Funds | — | $5K | $458K | 3.4% | |
| JP Morgan JP Morgan Equity Index Fund | Common Collective Trusts | — | $5K | $399K | 3.0% | |
| Fidelity Advisor Freedom 2040 Fund | Mutual Funds | — | $24K | $398K | 3.0% | |
| MFS Investment MFS Value Fund Class R3 | Mutual Funds | — | $6K | $309K | 2.3% | |
| John Hancock John Hancock Disciplined Value Mid Cap R2 | Other securities | — | $11K | $284K | 2.1% | |
| Fidelity Advisor Small Cap Value Fund | Mutual Funds | — | $14K | $270K | 2.0% | |
| Fidelity Advisor Capital & Income Fund | Mutual Funds | — | $20K | $241K | 1.8% | |
| JP Morgan JP Morgan Mid Cap Growth Fund | Other securities | — | $6K | $240K | 1.8% | |
| Fidelity Advisor Freedom 2060 Fund | Mutual Funds | — | $14K | $194K | 1.4% | |
| Fidelity Advisor Freedom 2065 Fund | Mutual Funds | — | $14K | $180K | 1.3% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | $170K | $170K | 1.3% | |
| Fidelity Advisor Growth Opps A 920 | Mutual Funds | — | — | $164K | 1.2% | |
| Fidelity Advisor Strategic Income Fund | Mutual Funds | — | $14K | $158K | 1.2% | |
| Fidelity Advisor Total Bond Fund | Mutual Funds | — | $15K | $141K | 1.0% | |
| Blackrock BR Real Estate SEC A | Other securities | — | $9K | $138K | 1.0% | |
| Fidelity Advisor Diversified International Fund | Mutual Funds | — | $5K | $121K | 0.9% | |
| Fidelity Advisor Strategic Dividend Income Fund | Mutual Funds | — | $6K | $104K | 0.8% | |
| Fidelity Advisor International Capital Appreciation Fund | Mutual Funds | — | $3K | $101K | 0.8% | |
| Invesco Developing Market A | Mutual Funds | — | $3K | $101K | 0.8% | |
| Columbia Threadneedle Investments Columbia Small Cap Index A | Other securities | — | $3K | $77K | 0.6% | |
| JP Morgan JP Morgan U.S. Small Company A | Common Stocks | — | $4K | $74K | 0.5% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | $48K | $48K | 0.4% | |
| Columbia Threadneedle Investments Columbia Mid Cap Index A | Other securities | — | $3K | $44K | 0.3% | |
| PGIM Global Total Return R2 | Other securities | — | $7K | $35K | 0.3% | |
| Fidelity Advisor Freedom 2015 Fund | Mutual Funds | — | $2K | $25K | 0.2% | |
| Fidelity Advisor Freedom Income Fund | Mutual Funds | — | $2K | $24K | 0.2% | |
| Fidelity Advisor Freedom 2010 Fund | Mutual Funds | — | $1K | $11K | <0.1% | |
| DWS Asset Management Deutsche Enhanced Commodity Strategy Fund A 765 | Other securities | — | — | $4K | <0.1% | |
| Fidelity Advisor Freedom 2070 Fund 126 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
