How big is Pivot Financial Partners Inc. DBA's plan?

Pivot Financial Partners Inc. DBA's plan reported $726K in assets and 39 participants for 2023.

Original filing (PDF)20241015105807NAL0047468800001

Pivot Financial Partners Inc. DBA

Name: Pivot Financial Partners Inc. DBA — Pivot Lending, Form 5500 (2023)
Creator: Pivot Financial Partners Inc. DBA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pivot Lending Group 401(k) Plan

401(k) retirement plan · Pivot Financial Partners Inc. DBA's Pivot Lending Group 401(k) Plan held $726K in plan assets for 39 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$726K

Net assets (EOY)

$726K

People on this filing

Dalene Hamilton signed Pivot Financial Partners Inc. DBA's 2023 Form 5500 as plan administrator.

Dalene Hamilton — 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 Financial Partners Inc. DBA's EIN is 76-0718556.

EIN 76-0718556

Plan number 001

Plan year 2023

ACK ID 20241015105807NAL0047468800001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Pivot Financial Partners Inc. DBA from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Pivot Financial Partners Inc. DBA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 FINANCIAL PARTNERS INC DBA.

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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