How big is Pivot Point, Inc.'s plan?

Pivot Point, Inc.'s plan reported $6.8M in assets and 45 participants for 2024.

Original filing (PDF)20250731134632NAL0003113987001

Pivot Point, Inc.

Name: Pivot Point, Inc. — Pivot Point, Inc. Employee, Form 5500 (2024)
Creator: Pivot Point, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pivot Point, Inc. Employee 401(k) Savings Plan

401(k) retirement plan · Pivot Point, Inc.'s Pivot Point, Inc. Employee 401(k) Savings Plan held $6.8M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

Plan identifiers

Pivot Point, Inc.'s EIN is 39-1433427.

EIN 39-1433427

Plan number 001

Plan year 2024

ACK ID 20250731134632NAL0003113987001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pivot Point, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PIVOT POINT, INC..

Finding similar companies…

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