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Original filing (PDF)20250911175149NAL0001049840001
PIVOT INTERIORS, INC.
Form 5500
FILING_RECEIVED
PIVOT INTERIORS, INC. SAVINGS & INVESTMENT PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
202
Accounts w/ balance
298
Plan assets (EOY)
$42.2M
Net assets (EOY)
$42.2M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PIVOT INTERIORS, INC..
Plan sponsor
Name
PIVOT INTERIORS, INC.
EIN
94-2210678
Address
3355 SCOTT BLVD · SUITE 110 · SANTA CLARA, CA · 95054
Phone
(408) 432-5600
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $20K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
35 direct securities · 1 pooled fund· $45.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$42.2M
35 holdings
Pooled Separate Account
$3.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $6.6M | 15.6% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $4.1M | 9.7% | |
| Fidelity Large Cap Index Fund Mutual Fund | — | — | — | $3.5M | 8.4% | |
| New York Life Anchor Account Pooled Separate Account | — | — | — | $3.1M | 7.3% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $3.1M | 7.3% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $2.6M | 6.1% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $2.5M | 5.8% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $2.4M | 5.8% | |
| Loomis Sayles Core Plus Bond Fund Class N Mutual Fund | — | — | — | $1.7M | 4.1% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $1.7M | 4.1% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $1.6M | 3.9% | |
| American Funds American Blanace Fund Class R6 Mutual Fund | — | — | — | $1.4M | 3.4% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $1.4M | 3.3% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $1.1M | 2.6% | |
| Fidelity Mid-Cap Stock Fund Class K Mutual Fund | — | — | — | $1.0M | 2.5% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $1.0M | 2.5% | |
| BlackRock Equity Dividend Fund K Shares Mutual Fund | — | — | — | $1.0M | 2.4% | |
| American Funds EuroPacific Growth Fund Class R6 Mutual Fund | — | — | — | $818K | 1.9% | |
| DFA U.S. Targeted Value Portfolio Institutional Class Mutual Fund | — | — | — | $731K | 1.7% | |
| American Funds New Perspective Fund Class R6 Mutual Fund | — | — | — | $676K | 1.6% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z Mutual Fund | — | — | — | $554K | 1.3% | |
| maturing through May 2051 0 | — | — | — | $473K | 1.1% | |
| Vanguard Explorer Fund Admiral Shares Mutual Fund | — | — | — | $382K | 0.9% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $338K | 0.8% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $256K | 0.6% | |
| Calvert US Large Cap Core Responsible Index Fund Class R6 Mutual Fund | — | — | — | $246K | 0.6% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $214K | 0.5% | |
| Franklin Utilities Fund Class R6 Mutual Fund | — | — | — | $205K | 0.5% | |
| BlackRock High Yeild Portfolio Fund Class K Mutual Fund | — | — | — | $189K | 0.4% | |
| Fidelity Low-Priced Stock K6 Fund Mutual Fund | — | — | — | $80K | 0.2% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $18K | <0.1% | |
| Vanguard Commodity Strategy Fund Admiral Shares Mutual Fund | — | — | — | $18K | <0.1% | |
| PGIM Global Total Return Fund - Class R6 Mutual Fund | — | — | — | $15K | <0.1% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 Mutual Fund | — | — | — | $9K | <0.1% | |
| Fidelity Total International Index Fund Mutual Fund | — | — | — | $4K | <0.1% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $3K | <0.1% |