How big is Pivot Marketing Inc.'s plan?

Pivot Marketing Inc.'s plan reported $1.3M in assets and 7 participants for 2025.

Original filing (PDF)20260518145246NAL0000177955001

Pivot Marketing Inc.

Name: Pivot Marketing Inc. — Pivot Marketing 401(k) Plan, Form 5500 (2025)
Creator: Pivot Marketing Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pivot Marketing 401(k) Plan

401(k) retirement plan · Pivot Marketing Inc.'s Pivot Marketing 401(k) Plan held $1.3M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Jennifer Schimmelpfennig signed Pivot Marketing Inc.'s 2025 Form 5500 as plan administrator.

Jennifer Schimmelpfennig — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pivot Marketing Inc.'s EIN is 26-0135419.

EIN 26-0135419

Plan number 001

Plan year 2025

ACK ID 20260518145246NAL0000177955001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Pivot Marketing Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Pivot Marketing Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PIVOT MARKETING INC..

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

PIVOT MARKETING INC.

EIN

all filings

Address

646 VIRGINIA AVENUE · INDIANAPOLIS, IN · 46203

Phone

(317) 536-0047

Industry

Professional & Technical Services

Plan administrator