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Original filing (PDF)20251013110718NAL0001091313001
PROJECT WORLDWIDE, INC.
Form 5500
FILING_RECEIVED
PROJECT WORLDWIDE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
89% in single holdingNo recordkeeper disclosed
Active participants
1,313
Accounts w/ balance
1,839
Plan assets (EOY)
$452.7M
Net assets (EOY)
$439.1M
How this plan invests
This plan
63 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Project: WorldWide, Inc. value" is 89% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROJECT WORLDWIDE, INC..
Plan sponsor
Name
PROJECT WORLDWIDE, INC.
EIN
38-0695561
Address
1914 TAYLOR POINT · AUBURN HILLS, MI · 48326
Phone
(248) 475-2500
Industry
Professional & Technical Servicessee all
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
2025-10-13
Pension benefit codes
2I · Stock bonus
2K · 401(m) arrangement
2P · Leveraged ESOP
2Q · S-corporation ESOP
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
PLANTE MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARGENT | 62-1437218 | — | FIDUCIARY SERVICES | $77K | — |
Investments
60 direct securities· $450.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Project: WorldWide, Inc. value | — | — | $25.9M | $402.7M | 89.0% | |
| U.S. Treasury Bill DTD 08/08/2024 - 02/06/2025 0% | — | — | $7.6M | $7.6M | 1.7% | |
| U.S. Treasury Bill DTD 11/12/2024 - 03/11/2025 0% | — | — | $5.2M | $5.2M | 1.2% | |
| Federal Home Loan Bank DTD 10/03/2024 - 10/01/2029-2024 5% | — | — | $5.2M | $5.2M | 1.1% | |
| U.S. Treasury Bill DTD 12/03/2024 - 04/01/2025 0% | — | — | $4.4M | $4.5M | 1.0% | |
| Fidelity Money market fund - Fidelity Treasury Portfolio I | — | — | $2.1M | $2.1M | 0.5% | |
| U.S. Treasury Bill DTD 10/01/2024 - 01/28/2025 0% | — | — | $1.6M | $1.6M | 0.3% | |
| Federal Home Loan Mortgage Corp. DTD 09/23/2024 - 09/23/2027-2024 5% | — | — | $1.5M | $1.5M | 0.3% | |
| Federal Home Loan Mortgage Corp. DTD 11/21/2024 - 11/21/2029-2025 5.3% | — | — | $1.5M | $1.5M | 0.3% | |
| Verizon Master Trust CMO DTD 01/25/2022 1.53% 07/20/2028 | — | — | $994K | $998K | 0.2% | |
| Carvana Auto Receivables Trust TR 2021-P2 CMO DTD 06/24/2021 .8% 01/10/2027 | — | — | $964K | $970K | 0.2% | |
| Federal Farm Credit Bank DTD 09/11/2024 - 9/11/2030-2025 5.12% | — | — | $835K | $833K | 0.2% | |
| Enterprise Fleet FIN LLC 2024-2 CMO DTD 04/30/2024 5.74%12/20/2026 | — | — | $750K | $756K | 0.2% | |
| Westlake Auto Receivables TR 2024-1 CMO DTD 03/14/2024 5.62% 03/15/2027 | — | — | $703K | $703K | 0.2% | |
| Exeter Automobile Receivables Trust Series 2024-1 CL A-3 DTD 01/31/2024 5.31% 08/16/2027 | — | — | $595K | $595K | 0.1% | |
| Triton Container Finance Series 2020-1 CLA DTD 09/21/2020 2.11% 09/20/2045 | — | — | $646K | $581K | 0.1% | |
| Federal Home Loan Mortgage Corp. DTD 07/16/2020 - 10/16/2026-2020 0.9% | — | — | $605K | $569K | 0.1% | |
| Santander Drive Auto Receivables Trust DTD 07/21/2021 1.33% 09/15/2027 | — | — | $533K | $540K | 0.1% | |
| Morgan Stanley Bank SR FLT NT DTD 10/18/2024 - 10/15/2027-2026 5.015% | — | — | $500K | $500K | 0.1% | |
| Amegen Inc. SR GLBL NT DTD 03/02/2023 - 03/02/2026-2024 5.507% | — | — | $500K | $500K | 0.1% | |
| Federal Home Loan Bank DTD 12/27/2024 - 12/17/2029-2025 5.25% | — | — | $500K | $499K | 0.1% | |
| Federal Home Loan Mortgage Corp. DTD 09/30/2020 - 09/30/2025-2022 0.5% | — | — | $500K | $486K | 0.1% | |
| Federal Home Loan Mortgage Corp REMIC Series KLU1 DTD 06/01/2019 2.51% 12/25/2025 | — | — | $507K | $480K | 0.1% | |
| BWM Vehicle Lease Trust 2024-2 CMO DTD 10/07/2024 4.73696% 01/25/2027 | — | — | $475K | $475K | 0.1% | |
| Morgan Stanley Bank STP CPN SNR NTS Series I DTD 05/30/2023 - 05/30/2030-2025 5.5% | — | — | $475K | $474K | 0.1% | |
| Federal Home Loan Mortgage Corp. DTD 10/13/2020 - 10/13/2027-2021 0.9% | — | — | $499K | $455K | 0.1% | |
| Mercedes-Benz Finance North America FRN SNR (144A) DTD 11/15/2024 - 11/15/2027 5.15% | — | — | $400K | $401K | <0.1% | |
| TRP 2021-2 A LLC DTD 06/15/2021 2.15% 06/17/2051 | — | — | $415K | $387K | <0.1% | |
| Mercedes-Benz Auto Lease Trust TR 2023-A CMO DTD 05/24/2023 4.74% 01/15/2027 | — | — | $376K | $379K | <0.1% | |
| Federal Home Loan Bank DTD 06/24/2020 - 06/24/2027-2020 1.05% | — | — | $403K | $371K | <0.1% | |
| Jack In The Box Funding LLC Series 2022-1A Class A21 DTD 02/11/2022 3.445% 02/26/2052 | — | — | $378K | $359K | <0.1% | |
| John Deere Owner Trust Series 2021-B CL A-3 DTD 07/21/2021.52% 03/16/2026 | — | — | $333K | $335K | <0.1% | |
| Textainer Marine Containers Series 2021-3A Class A 144A DTD 08/11/2021 1.94% 08/20/2046 | — | — | $367K | $320K | <0.1% | |
| Federal Home Loan Bank DTD 11/22/2024 - 11/14/2029-2025 5.15% | — | — | $300K | $300K | <0.1% | |
| First Horizon National Corp. SR NT DTD 05/26/2020 - 05/26/2025 4% | — | — | $298K | $299K | <0.1% | |
| Foursight Capital Auto Receivables Trust Series 2021-2 CL D DTD 07/20/2021 1.92% 09/15/2027 | — | — | $298K | $298K | <0.1% | |
| GM Financial Consumer Automobile Trust Series 2022-3 Class A-3 DTD 07/13/2022 3.64% 04/16/2027 | — | — | $294K | $297K | <0.1% | |
| Kubota Credit Owner Trust Series 2021-2 CL A-3 DTD 07/28/2021.56% 11/17/2025 | — | — | $279K | $281K | <0.1% | |
| Carvana Auto Receivables Trust Series 2021-P3 CL A-3 DTD 09/29/2021 .7% 11/10/2026 | — | — | $275K | $279K | <0.1% | |
| Athene SR SEC FL DTD 08/27/2024 - 08/27/2026 6.3762% | — | — | $260K | $261K | <0.1% | |
| Americredit Auto Receivables TR CMO DTD 11/24/2020 1.06% 08/18/2026 | — | — | $246K | $253K | <0.1% | |
| Flagstar Bank National Association CD DTD 03/30/2023 - 04/24/2025 5.25% | — | — | $250K | $251K | <0.1% | |
| Federal Home Loan Bank DTD 10/15/2024 - 10/15/2029-2024 5.25% | — | — | $250K | $250K | <0.1% | |
| SBA Tower Trust CMO DTD 09/13/2019 2.836% 01/15/2050 | — | — | $249K | $250K | <0.1% | |
| Sallie Mae Bank CD DTD 07/01/2020 - 07/01/2025 0.8% | — | — | $250K | $246K | <0.1% | |
| Texas Exchange Bank CD DTD 07/17/2020 - 07/17/2026-2020 0.95% | — | — | $250K | $238K | <0.1% | |
| Federal Home Loan Bank DTD 02/28/2022 - 08/28/2025-2024 2.07% | — | — | $231K | $232K | <0.1% | |
| Westlake Auto Receivables TR 2023-1 CMO DTD 01/20/2023 5.21% 01/18/2028 | — | — | $209K | $211K | <0.1% | |
| Swedbank AB ADR MTN DTD 11/20/2024 - 11/20/2029 5.60002% | — | — | $200K | $201K | <0.1% | |
| Nissan Auto Receivables Trust Series 2024-B CL A-2B DTD 10/23/2024 4.68385% 06/15/2027 | — | — | $200K | $200K | <0.1% | |
| Federal Farm Credit Bank DTD 07/01/2020 - 07/01/2027-2021 1% | — | — | $190K | $175K | <0.1% | |
| U.S. Treasury Bill DTD 08/01/2024 - 01/30/2025 0% | — | — | $167K | $169K | <0.1% | |
| U.S. Treasury Bill DTD 12/10/2024 - 04/08/2025 0% | — | — | $163K | $163K | <0.1% | |
| Lad Auto Receivables TR 2024-1 CMO DTD 02/14/2024 5.44%11/16/2026 | — | — | $122K | $122K | <0.1% | |
| BHG Securitization TRT Series 2021-A DTD 05/0712021 1 .42% 11 /17/2033 | — | — | $103K | $101K | <0.1% | |
| Ford Credit Auto Owner Trust Series 2022-A CLASS A-3 DTD 01/24/2022 1.29% 06/15/2026 | — | — | $91K | $92K | <0.1% | |
| GM Financial Automobile Leasing Trust 2023-1 CMO DTD 02/16/2023 5.16% 04/20/2026 | — | — | $91K | $91K | <0.1% | |
| PEAC Solutions Receivables Series 2024-1A CL A1 144A DTD 06/25/2024 6.1% 06/20/2025 | — | — | $86K | $86K | <0.1% | |
| Santander Drive Auto Receivables Trust Series 2021-1 Class D DTD 02/17/2021 1.13% 11/16/2026 | — | — | $66K | $68K | <0.1% | |
| Drive Auto Receivables Trust Series 2021-3 CLASS C DTD 11/17/2021 1.47% 01/15/2027 | — | — | $5K | $5K | <0.1% |