How big is Pivotal Perspectives Inc.'s plan?

Pivotal Perspectives Inc.'s plan reported $3K in assets and 125 participants for 2024.

Original filing (PDF)20250719133251NAL0004463744001

Pivotal Perspectives Inc.

Name: Pivotal Perspectives Inc. — Pivotal Perspectives, Form 5500 (2024)
Creator: Pivotal Perspectives Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pivotal Perspectives 401(k) Plan

401(k) retirement plan · Pivotal Perspectives Inc.'s Pivotal Perspectives 401(k) Plan held $3K in plan assets for 125 participants in 2024.

Signals · 1

No auditor on file

Active participants

125

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

People on this filing

Shirley Horner signed Pivotal Perspectives Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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 Perspectives Inc.'s EIN is 99-1216074.

EIN 99-1216074

Plan number 001

Plan year 2024

ACK ID 20250719133251NAL0004463744001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pivotal Perspectives Inc.'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 PIVOTAL PERSPECTIVES INC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score