Plan Ledger DOL Form 5500 · updated monthly

Pivotal Retail Group LLC401(k)

PIVOTAL RETAIL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST · MARIETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Pivotal Retail Group LLC reported $4,219 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $951 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 0.13%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Georgia (1,743rd of 2,160), and 2,507th of 3,341 in other services. In 2024, employees put in $1.88 for every $1.00 the employer contributed; active participation has grown from 219 to 249 since 2022.

Plan summary
Net assets, end of year$3,766,142
Participants with balances350
Active participants249
Employer contributions$236,862
Employee contributions$445,058
Employer contribution per active participant$951
Average account balance$10,760
Benefits paid to participants$345,093
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.8M · 350 accts · $237K emplr
2023$3.0M · 297 accts · $217K emplr
2022$3.0M · 182 accts · $257K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,359
Trustee / custodial$860
Total administrative$4,219
The Pivotal Retail Group LLC 401(k) match · 2024
Employer contribution per active participant$951
Median for plans this size$1,313
2024$951 per active participant
2023$840 per active participant
2022$1,174 per active participant

Pivotal Retail Group LLC's 2024 employer contribution ran below the $1,313 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.

Administrative cost history3
2024$4,219 · 0.13%
2023$920 · 0.03%
2022$3,795 · 0.12%
Same employer
Similar plansOther Services · Georgia
Mammoth Holdings, LLC GA$3.8M · 1.15%
Dcr Systems LLC GA$3.4M · 0.74%
Fouts Bros. Inc. GA$3.0M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273844288 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.