Pivot Interiors, Inc. Savings & Investment Plan
Sponsored by Pivot Interiors, Inc. · EIN 942210678 · Plan #002
- Total assets
- $42.2M
- Net assets
- $42.2M
- Active participants
- 202
- With balances
- 298
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $23,564 |
| World Investment Advisors Llc | Investment advisory (plan) | $20,000 |