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Original filing (PDF)20251014121527NAL0003897616001
PIVOTAL ENTERPRISES, LLC
Form 5500
FILING_RECEIVED
PIVOTAL RETIREMENT PLAN
401(k) retirement plan
Active participants
257
Accounts w/ balance
273
Plan assets (EOY)
$42.1M
Net assets (EOY)
$42.1M
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 (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PIVOTAL ENTERPRISES, LLC.
Plan sponsor
Name
PIVOTAL ENTERPRISES, LLC
EIN
38-4198515
Address
12335 134TH CT NE · REDMOND, WA · 98052
Phone
(425) 332-4539
Industry
All Other Professional Services· Professional & Technical 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
2025-10-14
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
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CLARK NUBER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $8.3M | 19.6% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $6.0M | 14.3% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $5.9M | 14.0% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $5.6M | 13.3% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $4.0M | 9.5% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $3.5M | 8.3% | |
| Vanguard Total Stock Market Index Fund Mutual Fund | — | — | — | $1.9M | 4.6% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $1.2M | 2.7% | |
| Vanguard Total International Stock Fund Mutual Fund | — | — | — | $905K | 2.2% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $845K | 2.0% | |
| Vanguard Total Bond Market Fund Mutual Fund | — | — | — | $757K | 1.8% | |
| Vanguard Small-Cap Index Fund Mutual Fund | — | — | — | $655K | 1.6% | |
| Vanguard Mid Cap Index Fund Mutual Fund | — | — | — | $473K | 1.1% | |
| Vanguard Treasury Money Market Fund Mutual Fund | — | — | — | $462K | 1.1% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $324K | 0.8% | |
| GQG Partners Emerging Markets Equity Fund Mutual Fund | — | — | — | $193K | 0.5% | |
| Participant loans Rates from 4.25 to 9.50% - 0 - | — | — | — | $183K | 0.4% | |
| Vanguard High-Yield Corporate Fund Mutual Fund | — | — | — | $128K | 0.3% | |
| Various Self-Directed Brokerage Accounts | — | — | — | $107K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $100K | 0.2% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $85K | 0.2% | |
| Vanguard Pacific Stock Index Fund Mutual Fund | — | — | — | $52K | 0.1% | |
| Vanguard STAR Fund Mutual Fund | — | — | — | $50K | 0.1% | |
| Vanguard European Stock Fund Mutual Fund | — | — | — | $41K | <0.1% | |
| Vanguard Inflation-Protected Securities Fund Mutual Fund | — | — | — | $25K | <0.1% | |
| Cohen & Steers Real Estate Securities Fund Mutual Fund | — | — | — | $15K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $10K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | — | — | — | $8K | <0.1% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $4K | <0.1% |
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