Plan Snapshot
- Plan Sponsor: Pivotree Usa INC.
- Sponsor EIN: 261658811
- Sponsor Address: 155 N WACKER DRIVE, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $8.3M
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 | 77 | $8.3M | $351,286 | $771,021 |
| 2023 | 84 | $6.8M | $294,151 | $844,819 |
| 2022 | 71 | $4.9M | $369,409 | $850,419 |