How big is The Pivot Group's plan?

The Pivot Group's plan reported $4.3M in assets and 36 participants for 2024.

Original filing (PDF)20251009102052NAL0011237920001

The Pivot Group

Name: The Pivot Group — The Pivot Group 401(k) Plan, Form 5500 (2024)
Creator: The Pivot Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Pivot Group 401(k) Plan

401(k) retirement plan · The Pivot Group's The Pivot Group 401(k) Plan held $4.3M in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

Owen Benge signed The Pivot Group's 2024 Form 5500 as plan administrator.

Owen Benge — 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

The Pivot Group's EIN is 27-4376301.

EIN 27-4376301

Plan number 001

Plan year 2024

ACK ID 20251009102052NAL0011237920001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Pivot Group'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 THE PIVOT 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