# Pivot Point International, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pivot-point-international-inc-401k-plan

> Pivot Point International, INC.'s 401(k) plan: 89 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pivot Point International, INC.

- **Sponsor EIN:** 362463558

- **Sponsor Address:** 8725 WEST HIGGINS ROAD, CHICAGO, IL, 60631

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

- **Total Participants:** 89

- **Total Assets:** $18.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|89|$18.2M|$269,971|$818,033|

| 2023|89|$15.4M|$247,838|$740,641|

| 2022|85|$12.8M|$225,484|$664,950|

## 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|

| MERRILL LYNCH RETIREMENT & BENEFIT|NONE|$37,783|—|$37,783|

| ASCENSUS LLC|NONE|$15,801|—|$15,801|

| WEISS & COMPANY LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $53,584

- **Estimated Expense Ratio:** 0.295% 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|$53,584|$37,783|$15,801|—|—|

| 2023|$46,463|$31,386|$15,077|—|—|

| 2022|$45,392|$31,073|$14,319|—|—|

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