Plan Snapshot
- Plan Sponsor: Pivotal Retail Group LLC
- Sponsor EIN: 273844288
- Sponsor Address: 889 FRANKLIN GTWY SE STE 100, MARIETTA, GA, 300678055
- Plan Type: 401(k)
- Total Participants: 249
- Total Assets: $3.8M
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 | 249 | $3.8M | $236,862 | $445,058 |
| 2023 | 258 | $3.0M | $216,796 | $415,336 |
| 2022 | 219 | $3.0M | $257,018 | $532,103 |
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 |
|---|---|---|---|---|
| CARR RIGGS & INGRAM LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $4,219 | — | $3,359 | — | — |
| 2023 | $920 | — | $920 | — | — |
| 2022 | $3,795 | — | $3,795 | — | — |