Plan Ledger DOL Form 5500 · updated monthly

Pivot Point International, Inc.401(k)

PIVOT POINT 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Pivot Point International, Inc. reported $53,584 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $3,033 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.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,783rd-largest of 3,702 plans among Illinois employers on file, and 1,658th of 3,091 in educational services. In 2024, employees put in $3.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,184,059
Participants with balances130
Active participants89
Employer contributions$269,971
Employee contributions$818,033
Employer contribution per active participant$3,033
Average account balance$139,877
Benefits paid to participants$319,666
Plan auditDisclaimer of opinion
AuditorWEISS & COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$18.2M · 130 accts · $270K emplr
2023$15.4M · 126 accts · $248K emplr
2022$12.8M · 125 accts · $225K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,801
Investment management$37,783
Total administrative$53,584
The Pivot Point International, Inc. 401(k) match · 2024
Employer contribution per active participant$3,033
Median for plans this size$2,416
2024$3,033 per active participant
2023$2,785 per active participant
2022$2,653 per active participant

Pivot Point International, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ASCENSUS LLC · Loan processing · Recordkeeping$15,801
MERRILL LYNCH RETIREMENT & BENEFIT · Investment advisory (plan)$37,783

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$53,584 · 0.32%
2023$46,463 · 0.33%
2022$45,392 · 0.33%
Similar plansEducational Services · Illinois
Elim Christian Services IL$22.7M · 0.69%
Avery Coonley School IL$20.7M · 0.27%
Onegoal IL$18.1M · 0.42%
Judson University IL$17.7M · 0.15%
Apics Inc. IL$17.3M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362463558 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.