How big is Pivotal Point LLC's plan?

Pivotal Point LLC's plan reported $333K in assets and 8 participants for 2025.

Original filing (PDF)20260130104023NAL0004308979001

Pivotal Point LLC

Name: Pivotal Point LLC — Pivotal Point LLC 401(k) Plan, Form 5500 (2025)
Creator: Pivotal Point LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pivotal Point LLC 401(k) Plan

401(k) retirement plan · Pivotal Point LLC's Pivotal Point LLC 401(k) Plan held $333K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$333K

Net assets (EOY)

$333K

Plan identifiers

Pivotal Point LLC's EIN is 26-3138800.

EIN 26-3138800

Plan number 001

Plan year 2025

ACK ID 20260130104023NAL0004308979001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Pivotal Point LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Pivotal Point LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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