How big is Pivotal Analytics' plan?

Pivotal Analytics' plan reported $728K in assets and 14 participants for 2024.

Original filing (PDF)20251008075516NAL0002836067001

Pivotal Analytics

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

Form 5500-SF

FILING_RECEIVED

Pivotal Analytics 401(k) Plan

401(k) retirement plan · Pivotal Analytics' Pivotal Analytics 401(k) Plan held $728K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$728K

Net assets (EOY)

$728K

People on this filing

Carl J Davis signed Pivotal Analytics' 2024 Form 5500 as plan administrator.

Carl J Davis — 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

Pivotal Analytics' EIN is 81-2917775.

EIN 81-2917775

Plan number 001

Plan year 2024

ACK ID 20251008075516NAL0002836067001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

PIVOTAL ANALYTICS

EIN

all filings

Address

3823 ISLA DEL SOL WAY · NAPLES, FL · 34114

Phone

(202) 240-9658

Industry

Professional & Technical Services

Plan administrator