· 2022–2024 · DOL EFAST2

PROJECT ADVISORY & INVESTMENT — PROJECT ADVISORY & INVESTMENT 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250423144450NAL0010068112001

PROJECT ADVISORY & INVESTMENT

Form 5500-SF

FILING_RECEIVED

PROJECT ADVISORY & INVESTMENT 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$377K

Net assets (EOY)

$377K

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

87

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

PROJECT ADVISORY & INVESTMENT

EIN

81-1447173

Address

28 TILLOU RD W · SOUTH ORANGE, NJ · 070791357

Phone

(973) 763-6004

Industry

Other Services (ex. Public Admin)see 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

2025-04-23

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

HIGH IMPACT FINANCIAL ANALYSIS

HIGH IMPACT FINANCIAL ANALYSIS 401(K) PROFIT SHARING PLAN & TRUST

$377K · 10 participants

ALLEGHENY COMMUNITY HOME CARE

ALLEGHENY COMMUNITY HOME CARE 401(K) PROFIT SHARING PLAN AND T

$377K · 45 participants

NEW ENGLAND BASECAMP

NEW ENGLAND BASECAMP 401(K) PLAN

$377K · 9 participants

EAST OF COLLINS EXPEDITING INC

EAST OF COLLINS EXPEDITING INC 401(K) PROFIT SHARING PLAN & TRUST

$377K · 20 participants

ALTON & ALTON TRAVEL INC