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Original filing (PDF)20251015155549NAL0002589555001
PIVOT POINT INTERNATIONAL, INC.
Form 5500
FILING_RECEIVED
PIVOT POINT 401(K) PLAN
401(k) retirement plan
Active participants
89
Accounts w/ balance
130
Plan assets (EOY)
$18.2M
Net assets (EOY)
$18.2M
How this plan invests
This plan
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PIVOT POINT INTERNATIONAL, INC..
Plan sponsor
Name
PIVOT POINT INTERNATIONAL, INC.
EIN
36-2463558
Address
8725 WEST HIGGINS ROAD · SUITE 700 · CHICAGO, IL · 60631
Phone
(847) 905-5373
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WEISS & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH RETIREMENT & BENEFIT | 13-5674085 | — | NONE | $38K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $16K | — |
Investments
40 direct securities· $18.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares S&P 500 Index K iShares 0 | — | — | — | $2.5M | 14.0% | |
| JPMorgan SmartRetirement 2045 R6 JP Morgan 0 | — | — | — | $2.0M | 11.0% | |
| JPMorgan SmartRetirement 2030 R6 JP Morgan 0 | — | — | — | $1.9M | 10.3% | |
| GM Lord Abbett Income R6 Lord Abbett 0 | — | — | — | $877K | 4.8% | |
| GM iShares S&P 500 Index K iShares 0 | — | — | — | $816K | 4.5% | |
| GM JPMorgan Government Bond R6 JP Morgan 0 | — | — | — | $785K | 4.3% | |
| MFS Massachusetts Investors Gr Stk R6 MFS 0 | — | — | — | $646K | 3.5% | |
| Eaton Vance Atlanta Capital SMID-Cap A Eaton Vance 0 | — | — | — | $602K | 3.3% | |
| JPMorgan SmartRetirement 2025 R6 JP Morgan 0 | — | — | — | $555K | 3.1% | |
| JPMorgan SmartRetirement 2050 R6 JP Morgan 0 | — | — | — | $510K | 2.8% | |
| GM MFS Mid Cap Value R6 MFS 0 | — | — | — | $457K | 2.5% | |
| GM MFS International Diversification R6 MFS 0 | — | — | — | $435K | 2.4% | |
| GM MFS Value R6 MFS 0 | — | — | — | $429K | 2.4% | |
| GM Invesco Oppy Intl Growth R6 Invesco 0 | — | — | — | $428K | 2.4% | |
| JPMorgan SmartRetirement 2040 R6 JP Morgan 0 | — | — | — | $387K | 2.1% | |
| GM MFS Massachusetts Investors Gr Stk R6 MFS 0 | — | — | — | $370K | 2.0% | |
| Janus Henderson Triton N Janus Henderson 0 | — | — | — | $358K | 2.0% | |
| GM Eaton Vance Atlanta Capital SMID-Cap Eaton Vance 0 | — | — | — | $338K | 1.9% | |
| Columbia Balanced I3 Columbia 0 | — | — | — | $335K | 1.8% | |
| JPMorgan SmartRetirement 2035 R6 JP Morgan 0 | — | — | — | $308K | 1.7% | |
| GM Franklin Small Cap Value R6 Franklin 0 | — | — | — | $303K | 1.7% | |
| MFS International Diversification R6 MFS 0 | — | — | — | $302K | 1.7% | |
| MFS Value R6 MFS 0 | — | — | — | $289K | 1.6% | |
| GM Macquarie Emerging Markets R6 Macquarie 0 | — | — | — | $270K | 1.5% | |
| BlackRock Global Allocation K BlackRock 0 | — | — | — | $238K | 1.3% | |
| Invesco Oppy Intl Growth R6 Invesco 0 | — | — | — | $183K | 1.0% | |
| Contribution Account Ascensus Trust Company 0 28 Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $172K | 0.9% | |
| JPMorgan Government Bond R6 JP Morgan 0 | — | — | — | $171K | 0.9% | |
| GM Janus Henderson Triton N Janus Henderson 0 | — | — | — | $162K | 0.9% | |
| JPMorgan SmartRetirement 2020 R6 JP Morgan 0 | — | — | — | $148K | 0.8% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $148K | 0.8% | |
| Macquarie Emerging Markets R6 Macquarie 0 | — | — | — | $118K | 0.6% | |
| GM BlackRock Liquidity T-Fund Premier BlackRock 0 | — | — | — | $114K | 0.6% | |
| Franklin Small Cap Value R6 Franklin 0 | — | — | — | $97K | 0.5% | |
| TCW MetWest Total Return Bond Plan TCW 0 | — | — | — | $93K | 0.5% | |
| Lord Abbett Income R6 Lord Abbett 0 | — | — | — | $85K | 0.5% | |
| BlackRock Liquidity T-Fund Premier BlackRock 0 | — | — | — | $81K | 0.4% | |
| JPMorgan SmartRetirement 2055 R6 JP Morgan 0 | — | — | — | $65K | 0.4% | |
| PGIM High Yield R6 PGIM 0 | — | — | — | $61K | 0.3% | |
| JPMorgan SmartRetirement Income R6 JP Morgan 0 | — | — | — | $28K | 0.2% |
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