Plan Ledger DOL Form 5500 · updated monthly

Pivot Intermediary, Inc.401(k)

PIVOT INTERMEDIARY, INC 401(K) PROFIT SHARING PLAN AND TRUST · LENEXA, KS · plan year 2022

Reported admin expense ratio · 2022
0.02%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Pivot Intermediary, Inc. reported $3,291 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,132 per active participant. 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 376th-largest of 828 plans among Kansas employers on file, and 6,520th of 11,654 in professional & technical services. In 2022, employees put in $4.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,241,392
Participants with balances189
Active participants227
Employer contributions$257,068
Employee contributions$1,121,083
Employer contribution per active participant$1,132
Average account balance$80,642
Benefits paid to participants$607,485
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,291
Total administrative$3,291
The Pivot Intermediary, Inc. 401(k) match · 2022
Employer contribution per active participant$1,132
Median for plans this size$2,266

Pivot Intermediary, Inc.'s 2022 employer contribution ran below the $2,266 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,291 · 0.02%
Same employer
Similar plansProfessional & Technical Services · Kansas
Argus Consulting, Inc. KS$16.9M · 0.25%
Protect LLC KS$15.7M · 0.34%
Xenotech, L.L.C. KS$13.8M · 0.22%
Glmv Architecture, Inc. KS$13.4M · 0.45%
Security 1ST Title, LLC KS$13.1M · 0.99%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 481153843 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.