Pivot Financial Partners Inc dba401(k)
PIVOT LENDING GROUP 401(K) PLAN · LITTLETON, CO · plan year 2022
Pivot Financial Partners Inc dba reported $14,121 in plan administrative expenses for 2022: 0.97% of average plan assets, higher than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Colorado (1,329th of 1,461), and 4,703rd of 4,798 in finance & insurance.
Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 760718556 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.