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  2. PROJECT WORLDWIDE, INC.
Sponsor portfolioTH

PROJECT WORLDWIDE, INC.

EIN 38-0695561-marketing and advertising-Latest filing 2024
Plans
3
Retirement
2
$614.2M assets
Welfare
1
$1.6M premiums
Participants
5,155
1914 TAYLOR POINT - AUBURN HILLS, MI 48326248-475-2500project.comLinkedIn1001-5000 employeesmarketing and advertising
Plans on this EIN
3 filings
#003ESOP-$452.7M - 1,880 part#002401k-$161.5M - 1,949 part#502Mixed-$1.6M - 2,170 lives

Retirement portfolio analytics

2 plans aggregated / $614.2M assets / 3,829 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • EMPLOYEE STOCK OWNERSHIP (#003)74%
  • PROJECT WORLDWIDE 401(K) (#002)26%
Total $614.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
74%top
  • (Not disclosed)74%
  • MERRILL LYNCH PIERCE FENNER & SMITH26%
Total $614.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROJECT WORLDWIDE 401(K) (#002)1,949
  • EMPLOYEE STOCK OWNERSHIP (#003)1,880
Total 3,829Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 2,170 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$844K
  • Other$641K
  • Life$575K
  • Long-term disability$575K
  • Vision$70K
Total $1.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • DELTA DENTAL OF CALIFORNIA54%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA40%
  • EYEMED VISION CARE4%
  • AETNA LIFE INSURANCE COMPANY1%
  • HEALTH AND HUMAN RESOURCE CENTER0%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • GALLAGHER BENEFIT SERVICES, INC.89%
  • WILLIS TOWERS WATSON US LLC11%
Total $100K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

PROJECT WORLDWIDE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$452.7M
Participants1,880
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PROJECT WORLDWIDE 401(K) PLAN

401k

Assets$161.5M
Participants1,949
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PROJECT WORLDWIDE MEDICAL AND BUSINESS TRAVEL ACCIDENT PLAN

Mixed - DELTA DENTAL OF MICHIGAN

Premiums$1.6M
Covered lives2,170
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003PROJECT WORLDWIDE, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$452.7M1,8802024
002PROJECT WORLDWIDE 401(K) PLAN401k$161.5M1,9492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PROJECT WORLDWIDE MEDICAL AND BUSINESS TRAVEL ACCIDENT PLANMixedDELTA DENTAL OF MICHIGAN$1.6M2,1702024
Retirement plans
Welfare plans
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