How big is Pivotal Research Group's plan?

Pivotal Research Group's plan reported $799K in assets and 2 participants for 2024.

Original filing (PDF)20250712163052NAL0011488224001

Pivotal Research Group

Name: Pivotal Research Group — Pivotal Research Group, Form 5500 (2024)
Creator: Pivotal Research Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pivotal Research Group Retirement Trust

401(k) retirement plan · Pivotal Research Group's Pivotal Research Group Retirement Trust held $799K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$799K

Net assets (EOY)

$799K

People on this filing

JEFF Shelton signed Pivotal Research Group's 2024 Form 5500 as plan administrator.

JEFF Shelton — 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 Research Group's EIN is 27-1604889.

EIN 27-1604889

Plan number 001

Plan year 2024

ACK ID 20250712163052NAL0011488224001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pivotal Research Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 RESEARCH GROUP.

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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 average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

PIVOTAL RESEARCH GROUP

EIN

all filings

Address

ATTN JEFF SHELTON · 12 JOHN STREET · DEMAREST, NJ · 07627

Phone

(212) 514-4681

Industry

Professional & Technical Services

Plan administrator