# Pivot Energy, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pivot-energy-inc-401k-plan

> Pivot Energy, INC.'s 401(k) plan: 187 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pivot Energy, INC.

- **Sponsor EIN:** 863586840

- **Sponsor Address:** 1601 WEWATTA STREET, DENVER, CO, 80202

- **Plan Type:** 401(k)

- **Total Participants:** 187

- **Total Assets:** $10.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|187|$10.3M|$1.2M|$1.9M|

| 2023|163|$6.1M|$811,798|$1.4M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| USI SECURITIES|INVESTMENT ADVISOR|$19,814|—|$19,814|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$15,050|—|$15,050|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$6,614|—|$6,614|

| DELOITTE & TOUCHE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DELOITTE & TOUCHE LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $41,478

- **Estimated Expense Ratio:** 0.402% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$46,596|—|$46,596|—|—|

| 2023|$16,312|—|$16,312|—|—|

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