How big is Pivot Product Development, LLC's plan?

Pivot Product Development, LLC's plan reported $3.3M in assets and 2 participants for 2025.

Original filing (PDF)20260508145401NAL0003913809001

Pivot Product Development, LLC

Name: Pivot Product Development, LLC — Pivot Product, Form 5500 (2025)
Creator: Pivot Product Development, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pivot Product Development, LLC 401(k) Plan

401(k) retirement plan · Pivot Product Development, LLC's Pivot Product Development, LLC 401(k) Plan held $3.3M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Steve Schennum signed Pivot Product Development, LLC's 2025 Form 5500 as plan administrator.

Steve Schennum — 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 Product Development, LLC's EIN is 83-2712707.

EIN 83-2712707

Plan number 001

Plan year 2025

ACK ID 20260508145401NAL0003913809001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Pivot Product Development, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Pivot Product Development, LLC'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 PRODUCT DEVELOPMENT, LLC.

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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 average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

PIVOT PRODUCT DEVELOPMENT, LLC

EIN

all filings

Address

1300 IROQUOIS AVE., SUITE 250 · NAPERVILLE, IL · 60563

Phone

(815) 370-0120

Industry

Engineering Services· Professional & Technical Services

Plan administrator