Pivotal Health Solutions, Inc. 401(k) Plan And Trust
Sponsored by Pivotal Health Solutions, Inc. · EIN 208111757 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2025 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2025 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones & Co Lp | Investment advisory (plan) | $6,248 |
| July Business Services | Contract administrator | $500 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $295 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2025 | $0 | 0 | ack 20251215152408NAL0000770339001 |
| 01/01/2024 | $5.0M | 225 | ack 20251003085017NAL0001963968001 |