How big is Pivotal Partners, LLP's plan?

Pivotal Partners, LLP's plan reported $4.4M in assets and 20 participants for 2024.

Original filing (PDF)20250918151321NAL0001449521001

Pivotal Partners, LLP

Name: Pivotal Partners, LLP — Pivotal Partners, LLP 401(k), Form 5500 (2024)
Creator: Pivotal Partners, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pivotal Partners, LLP 401(k) Plan

401(k) retirement plan · Pivotal Partners, LLP's Pivotal Partners, LLP 401(k) Plan held $4.4M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Lynn Webb signed Pivotal Partners, LLP's 2024 Form 5500 as plan administrator.

Lynn Webb — 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

Pivotal Partners, LLP's EIN is 27-1291323.

EIN 27-1291323

Plan number 001

Plan year 2024

ACK ID 20250918151321NAL0001449521001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pivotal Partners, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PIVOTAL PARTNERS, LLP.

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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