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Original filing (PDF)20251008220808NAL0003266339001
PROJECTS UNLIMITED INC.
Form 5500
FILING_RECEIVED
PROJECTS UNLIMITED INC. 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
157
Accounts w/ balance
188
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.4M
How this plan invests
This plan
1 pooled trust
Schedule D
38 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 (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROJECTS UNLIMITED INC..
Plan sponsor
Name
PROJECTS UNLIMITED INC.
EIN
31-0566948
Address
6300 SAND LAKE ROAD · DAYTON, OH · 45414
Phone
(937) 918-2228
Industry
Manufacturingsee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT | 52-2114207 | — | ADVISOR | $0 | — |
Investments
37 direct securities · 1 pooled fund· $13.4M(100% of reported assets)
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.
Uncategorized
$13.2M
37 holdings
Common Collective Trust
$170K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2025 Fund | — | — | $189K | $2.4M | 17.7% | |
| Fidelity Advisor Freedom 2035 Fund | — | — | $89K | $1.3M | 9.7% | |
| Fidelity Advisor Freedom 2020 Fund | — | — | $89K | $1.0M | 7.8% | |
| Fidelity Advisor Freedom 2050 Fund | — | — | $71K | $951K | 7.1% | |
| Fidelity Advisor Freedom 2045 Fund | — | — | $63K | $841K | 6.3% | |
| Fidelity Advisor Freedom 2030 Fund | — | — | $55K | $788K | 5.9% | |
| American Funds American Funds Fundamental Invs R4 | — | — | $7K | $556K | 4.1% | |
| Fidelity Advisor New Insights Fund | — | — | $12K | $513K | 3.8% | |
| Fidelity Advisor Freedom 2055 Fund | — | — | $34K | $507K | 3.8% | |
| Invesco Global A | — | — | $5K | $458K | 3.4% | |
| JP Morgan JP Morgan Equity Index Fund | — | — | $5K | $399K | 3.0% | |
| Fidelity Advisor Freedom 2040 Fund | — | — | $24K | $398K | 3.0% | |
| MFS Investment MFS Value Fund Class R3 | — | — | $6K | $309K | 2.3% | |
| John Hancock John Hancock Disciplined Value Mid Cap R2 | — | — | $11K | $284K | 2.1% | |
| Fidelity Advisor Small Cap Value Fund | — | — | $14K | $270K | 2.0% | |
| Fidelity Advisor Capital & Income Fund | — | — | $20K | $241K | 1.8% | |
| JP Morgan JP Morgan Mid Cap Growth Fund | — | — | $6K | $240K | 1.8% | |
| Fidelity Advisor Freedom 2060 Fund | — | — | $14K | $194K | 1.4% | |
| Fidelity Advisor Freedom 2065 Fund | — | — | $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 | — | — | — | $164K | 1.2% | |
| Fidelity Advisor Strategic Income Fund | — | — | $14K | $158K | 1.2% | |
| Fidelity Advisor Total Bond Fund | — | — | $15K | $141K | 1.0% | |
| Blackrock BR Real Estate SEC A | — | — | $9K | $138K | 1.0% | |
| Fidelity Advisor Diversified International Fund | — | — | $5K | $121K | 0.9% | |
| Fidelity Advisor Strategic Dividend Income Fund | — | — | $6K | $104K | 0.8% | |
| Fidelity Advisor International Capital Appreciation Fund | — | — | $3K | $101K | 0.8% | |
| Invesco Developing Market A | — | — | $3K | $101K | 0.8% | |
| Columbia Threadneedle Investments Columbia Small Cap Index A | — | — | $3K | $77K | 0.6% | |
| JP Morgan JP Morgan U.S. Small Company A | — | — | $4K | $74K | 0.5% | |
| Fidelity Government Money Market Fund | — | — | $48K | $48K | 0.4% | |
| Columbia Threadneedle Investments Columbia Mid Cap Index A | — | — | $3K | $44K | 0.3% | |
| PGIM Global Total Return R2 | — | — | $7K | $35K | 0.3% | |
| Fidelity Advisor Freedom 2015 Fund | — | — | $2K | $25K | 0.2% | |
| Fidelity Advisor Freedom Income Fund | — | — | $2K | $24K | 0.2% | |
| Fidelity Advisor Freedom 2010 Fund | — | — | $1K | $11K | <0.1% | |
| DWS Asset Management Deutsche Enhanced Commodity Strategy Fund A 765 | — | — | — | $4K | <0.1% | |
| Fidelity Advisor Freedom 2070 Fund 126 | — | — | — | $1K | <0.1% |
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