Pivot Energy, Inc. 401(k) Plan
Sponsored by Pivot Energy, Inc. · EIN 863586840 · Plan #001
- Total assets
- $10.3M
- Net assets
- $10.3M
- Active participants
- 187
- With balances
- 186
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 |
|---|---|---|
| Usi Securities, Inc. CRD 43793 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Securities | Investment advisory (plan) | $19,814 |
| Empower Annuity Insurance Company | Recordkeeping fees | $15,050 |
| Empower Advisory Group, Llc | Investment management | $6,614 |