Pivotal Health Care, LLC's EIN is 27-1612029.
Download the official 2024 Form 5500 (PDF) for Pivotal Health Care, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pivotal Health Care, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $47K | — |
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREEWOOD VILLAGE, CO | INVESTMENT MGMT | $538 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PREVAIL INNOVATIVE WEALTH ADVISORS | — | LEAWOOD, KS | INVESTMENT ADVISOR | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES MIDWEST, LLC | — | KNOXVILLE, TN | CONTRACT ADMIN | $34K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE ST AMERICAN FD HYBRID 2045 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 000 | Common Collective Trust | — | — | $1.7M | 15.9% | |
| STATE ST AMERICAN FD HYBRID 2050 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 000 | Common Collective Trust | — | — | $1.3M | 12.3% | |
| STATE ST AMERICAN FD HYBRID 2035 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 000 | Common Collective Trust | — | — | $1.2M | 11.4% | |
| STATE ST AMERICAN FD HYBRID 2040 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 000 | Common Collective Trust | — | — | $1.2M | 11.0% | |
| STATE ST AMERICAN FD HYBRID 2030 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 000 | Common Collective Trust | — | — | $1.1M | 10.6% | |
| STATE ST AMERICAN FD HYBRID 2025 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 000 | Common Collective Trust | — | — | $852K | 8.1% | |
| STATE ST AMERICAN FD HYBRID 2055 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 000 | Common Collective Trust | — | — | $741K | 7.0% | |
| STATE ST AMERICAN FD HYBRID 2060 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 000 | Common Collective Trust | — | — | $565K | 5.3% | |
| STATE ST AMERICAN FD HYBRID 2020 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 000 | Common Collective Trust | — | — | $269K | 2.5% | |
| Empower Investments Fixed Account Guaranteed investment contract | Stable Value | — | — | $265K | 2.5% | |
| Notes receivable from participants Various participants, interest rates range from 4.25% - 9.50% | Bonds / Notes | — | — | $205K | 1.9% | |
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $187K | 1.8% | |
| STATE ST AMERICAN FD HYBRID 2065 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 000 | Common Collective Trust | — | — | $151K | 1.4% | |
| DFA Large Cap International Mutual fund | Mutual Funds | — | — | $41K | 0.4% | |
| DFA US Large Cap Growth Mutual fund | Mutual Funds | — | — | $36K | 0.3% | |
| Victory RS Global Mutual fund | Other securities | — | — | $35K | 0.3% | |
| DFA Emerging Markets Core Equity Mutual fund | Mutual Funds | — | — | $34K | 0.3% | |
| DFA US Small Cap Growth Mutual fund | Mutual Funds | — | — | $21K | 0.2% | |
| Fidelity Growth Strategies Mutual fund | Mutual Funds | — | — | $19K | 0.2% | |
| DFA US Small Cap Mutual fund | Mutual Funds | — | — | $18K | 0.2% | |
| American Funds International Vantage Mutual fund | Mutual Funds | — | — | $11K | 0.1% | |
| DFA Global Real Estate Securities Mutual fund | Mutual Funds | — | — | $10K | <0.1% | |
| DFA US Targeted Value Mutual fund | Mutual Funds | — | — | $10K | <0.1% | |
| DFA US Vector Equity Mutual fund | Mutual Funds | — | — | $9K | <0.1% | |
| Lord Abbett Bond Debenture Mutual fund 66 T Rowe Price Global Value Equity Mutual fund | U.S. Treasuries | — | — | $8K | <0.1% | |
| JPMorgan Mid Cap Equity Mutual fund | Other securities | — | — | $7K | <0.1% | |
| Fidelity Large Cap Value Index Mutual fund | Mutual Funds | — | — | $7K | <0.1% | |
| DFA Real Estate Securities Mutual fund | Mutual Funds | — | — | $5K | <0.1% | |
| JPMorgan Core Bond Mutual fund | Other securities | — | — | $5K | <0.1% | |
| American Funds SmallCap World Mutual fund 684 BlackRock Strategic Global Bond Mutual fund | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds Conservative Gr & Inc Mutual fund 328 American Funds American High Income Mutual fund | Mutual Funds | — | — | $3K | <0.1% |
