How big is Pivot Marketing Agency's plan?

Pivot Marketing Agency's plan reported $782K in assets and 23 participants for 2024.

Original filing (PDF)20250908120015NAL0032403744003

Pivot Marketing Agency

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

Form 5500-SF

FILING_RECEIVED

Pivot Agency 401(k) Plan

401(k) retirement plan · Pivot Marketing Agency's Pivot Agency 401(k) Plan held $782K in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$782K

Net assets (EOY)

$782K

People on this filing

Aaron Kulik signed Pivot Marketing Agency's 2024 Form 5500 as plan administrator.

Aaron Kulik — 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

Pivot Marketing Agency's EIN is 46-1773185.

EIN 46-1773185

Plan number 001

Plan year 2024

ACK ID 20250908120015NAL0032403744003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pivot Marketing Agency's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Knocking points off