PIVOTAL FINANCIAL SERVICES

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

228

Total plan assets

$19.2M

Filings (rows)

Direct comp

$18K

Indirect comp

SERVICES PROVIDED

Other3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
CITY PARKS FOUNDATION CITY PARKS FOUNDATION 403(B) RETIREMENT PLAN	NEW YORK, NY	Other NONE	95	$7.6M	$11K
CITY PARKS FOUNDATION CITY PARKS FOUNDATION 403(B) RETIREMENT PLAN	NEW YORK, NY	Other NONE	76	$6.3M	—
CITY PARKS FOUNDATION CITY PARKS FOUNDATION 403(B) RETIREMENT PLAN