PIVOT INTERMEDIARY, INC. 401(k) Plan
What public Form 5500 filings show about the PIVOT INTERMEDIARY, INC. 401(k) plan — and how to find and check your own account.
The PIVOT INTERMEDIARY, INC. 401(k) on its latest Form 5500
PIVOT INTERMEDIARY, INC. (EIN 48-1153843) reports PIVOT INTERMEDIARY, INC 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $15.2M in plan assets across 227 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full PIVOT INTERMEDIARY, INC. filing — schedules, fees, and providers.
Who runs the PIVOT INTERMEDIARY, INC. 401(k)?
PIVOT INTERMEDIARY, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask PIVOT INTERMEDIARY, INC.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MINNESOTA LIFE INSURANCE.
How to check your PIVOT INTERMEDIARY, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask PIVOT INTERMEDIARY, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).