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Sponsor portfolio

PIVOT, INC.

EIN 82-3451911-non-profit organization management-Latest filing 2025
Plans
2
Retirement
2
$55K assets
Welfare
0
Participants
30
901 N MILTON AVE, SUITE 300 - BALTIMORE, MD 21205410-299-5035pivotprogram.orgLinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$43K - 17 part#002401k-$12K - 13 part

Retirement portfolio analytics

2 plans aggregated / $55K assets / 30 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • PIVOT, INC. 403(B) (#001)78%
  • PIVOT 401(K) (#002)22%
Total $55KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PIVOT, INC. 403(B) (#001)17
  • PIVOT 401(K) (#002)13
Total 30Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PIVOT, INC. 403(B) PLAN

401k

Assets$43K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

PIVOT 401(K) PLAN

401k

Assets$12K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PIVOT, INC. 403(B) PLAN401k$43K172025
002PIVOT 401(K) PLAN401k$12K132025
Retirement plans
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