How big is Pivital Inc.'s plan?

Pivital Inc.'s plan reported $3.2M in assets and 96 participants for 2025.

Original filing (PDF)20260506094206NAL0002401696001

Pivital Inc.

Name: Pivital Inc. — Pivital Inc. Retirement Plan, Form 5500 (2025)
Creator: Pivital Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pivital Inc. Retirement Plan

401(k) retirement plan · Pivital Inc.'s Pivital Inc. Retirement Plan held $3.2M in plan assets for 96 participants in 2025.

Active participants

Accounts w/ balance

118

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Lesma WEIR signed Pivital Inc.'s 2025 Form 5500 as plan administrator.

Lesma WEIR — 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

Pivital Inc.'s EIN is 47-4081542.

EIN 47-4081542

Plan number 001

Plan year 2025

ACK ID 20260506094206NAL0002401696001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Pivital Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

PIVITAL INC.

EIN

all filings

Address

2015 IONOSPHERE STREET · SUITE 302 · LONGMONT, CO · 80504

Phone

(561) 628-6198

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-06

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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