How big is Pivot Marketing, LLC's plan?

Pivot Marketing, LLC's plan reported $891K in assets and 18 participants for 2025.

Original filing (PDF)20260227080148NAL0000101523001

Pivot Marketing, LLC

Name: Pivot Marketing, LLC — Pivot Marketing, LLC 401(k), Form 5500 (2025)
Creator: Pivot Marketing, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pivot Marketing, LLC 401(k) Plan

401(k) retirement plan · Pivot Marketing, LLC's Pivot Marketing, LLC 401(k) Plan held $891K in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$891K

Net assets (EOY)

$891K

Plan identifiers

Pivot Marketing, LLC's EIN is 83-4105240.

EIN 83-4105240

Plan number 001

Plan year 2025

ACK ID 20260227080148NAL0000101523001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Pivot Marketing, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 MARKETING, 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