How big is Pivotal Enterprises, LLC's plan?

Pivotal Enterprises, LLC's plan reported $42.1M in assets and 257 participants for 2024.

Original filing (PDF)20251014121527NAL0003897616001

Pivotal Enterprises, LLC

Name: Pivotal Enterprises, LLC — Pivotal Retirement Plan, Form 5500 (2024)
Creator: Pivotal Enterprises, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Pivotal Retirement Plan

401(k) retirement plan · Pivotal Enterprises, LLC's Pivotal Retirement Plan held $42.1M in plan assets for 257 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

Corrective distributions issuedHigh average account balanceSelf-directed brokerage offered

Active participants

257

Accounts w/ balance

273

Plan assets (EOY)

$42.1M

Net assets (EOY)

$42.1M

People on this filing

Ashley Dickerson signed Pivotal Enterprises, LLC's 2024 Form 5500 as plan administrator.

Ashley Dickerson — 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 Enterprises, LLC's EIN is 38-4198515.

EIN 38-4198515

Plan number 001

Plan year 2024

ACK ID 20251014121527NAL0003897616001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pivotal Enterprises, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

100

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (100th percentile).
High average account balance (90th percentile).

Plan sponsor

Name

PIVOTAL ENTERPRISES, LLC

EIN

all filings

Address

12335 134TH CT NE · REDMOND, WA · 98052

Phone

(425) 332-4539

Industry

All Other Professional Services· Professional & Technical Services

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$4K	—

Investments

29 direct securities· $41.8M(99% of reported assets)

Mutual Funds

$32.6M

20 holdings

Common Collective Trusts

$8.7M

5 holdings

Other securities

$208K

2 holdings

Bonds / Notes

$183K

1 holding

Self-Directed Brokerage

$107K

1 holding

					% of plan
Vanguard Target Retirement 2050 Fund Mutual Fund	Mutual Funds	—	—	$8.3M	19.6%
Vanguard Target Retirement 2045 Fund Mutual Fund	Mutual Funds	—	—	$6.0M	14.3%
Vanguard Target Retirement 2040 Fund Mutual Fund	Mutual Funds	—	—	$5.9M	14.0%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$5.6M	13.3%
Vanguard Target Retirement 2055 Fund Mutual Fund	Mutual Funds	—	—	$4.0M	9.5%
Vanguard Target Retirement 2035 Fund Mutual Fund	Mutual Funds	—	—	$3.5M	8.3%
Vanguard Total Stock Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.9M	4.6%
Vanguard Target Retirement 2030 Fund Mutual Fund	Mutual Funds	—	—	$1.2M	2.7%
Vanguard Total International Stock Fund Mutual Fund	Mutual Funds	—	—	$905K	2.2%
Vanguard Target Retirement 2060 Fund Mutual Fund	Mutual Funds	—	—	$845K	2.0%
Vanguard Total Bond Market Fund Mutual Fund	Mutual Funds	—	—	$757K	1.8%
Vanguard Small-Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$655K	1.6%
Vanguard Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$473K	1.1%
Vanguard Treasury Money Market Fund Mutual Fund	Mutual Funds	—	—	$462K	1.1%
Vanguard Target Retirement 2025 Fund Mutual Fund	Mutual Funds	—	—	$324K	0.8%
GQG Partners Emerging Markets Equity Fund Mutual Fund	Other securities	—	—	$193K	0.5%
Participant loans Rates from 4.25 to 9.50% - 0 -	Bonds / Notes	—	—	$183K	0.4%
Vanguard High-Yield Corporate Fund Mutual Fund	Mutual Funds	—	—	$128K	0.3%
Various Self-Directed Brokerage Accounts	Self-Directed Brokerage	—	—	$107K	0.3%
Vanguard Target Retirement 2065 Fund Mutual Fund	Mutual Funds	—	—	$100K	0.2%
Dodge & Cox Income Fund Mutual Fund	Mutual Funds	—	—	$85K	0.2%
Vanguard Pacific Stock Index Fund Mutual Fund	Common Collective Trusts	—	—	$52K	0.1%
Vanguard STAR Fund Mutual Fund	Mutual Funds	—	—	$50K	0.1%
Vanguard European Stock Fund Mutual Fund	Mutual Funds	—	—	$41K	<0.1%
Vanguard Inflation-Protected Securities Fund Mutual Fund	Mutual Funds	—	—	$25K	<0.1%
Cohen & Steers Real Estate Securities Fund Mutual Fund	Other securities	—	—	$15K	<0.1%
Vanguard Target Retirement 2020 Fund Mutual Fund	Mutual Funds	—	—	$10K	<0.1%
Vanguard Target Retirement 2070 Fund Mutual Fund	Mutual Funds	—	—	$8K	<0.1%
Vanguard Target Retirement Income Fund Mutual Fund	Mutual Funds	—	—	$4K	<0.1%