Original filing (PDF)20250719133251NAL0004463744001

PIVOTAL PERSPECTIVES INC

Name: PIVOTAL PERSPECTIVES INC — PIVOTAL PERSPECTIVES 401(K) PLAN, Form 5500 (2024)
Creator: PIVOTAL PERSPECTIVES INC

Form 5500-SF

FILING_RECEIVED

PIVOTAL PERSPECTIVES 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

125

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PIVOTAL PERSPECTIVES INC.

Plan sponsor

Name

PIVOTAL PERSPECTIVES INC

EIN

99-1216074

Address

3201 AIRPARK DRIVE SUITE 201 · SANTA MARIA, CA · 93455

Phone

(310) 462-8237

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-09-01

Tax period

2024-12-31

Filed

2025-07-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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