Pivotal Commware 401(k) match, vesting and fees
What Pivotal Commware's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Lpl Financial - Rpcp | Schedule C ↗ |
| Independent auditor | Baker Tilly, US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,508 defined-contribution plans in information with 100 to 499 participants.
| Pivotal Commware: employer contribution per participant | $4,172 | |
| Peer median | $2,188 |
| Pivotal Commware: average balance | $62,565 | |
| Peer median | $63,883 |
| Pivotal Commware: admin expenses ÷ assets | 0.27% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $5.8M at the end of plan year 2021 to $11.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 182 | $11.1M | $738K | $4,172 | 0.27% | Not published | Form 5500 ↗ |
| 2023 | 151 | $9.9M | $619K | $4,419 | 0.27% | Not published | Form 5500 ↗ |
| 2022 | 158 | $6.7M | $592K | $4,319 | 0.23% | Not published | Form 5500 ↗ |
| 2021 | 136 | $5.8M | $495K | $4,270 | 0.28% | Not published | 5500-SF ↗ |
Common questions
Does Pivotal Commware match 401(k) contributions?
The match terms for the Pivotal Commware 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $738K in employer contributions, about $4,172 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pivotal Commware 401(k) match vested?
The vesting schedule for the Pivotal Commware 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pivotal Commware 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Lpl Financial - Rpcp. The plan administrator is Pivotal Commware, Inc..
I left Pivotal Commware. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pivotal Commware, Inc., (425) 215-4906) or the recordkeeper, Lpl Financial - Rpcp. The Pivotal Commware old 401(k) page lists the contacts from every plan filing. Find an old Pivotal Commware 401(k)
Data from the public Form 5500 annual reports Pivotal Commware filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Pivotal Commware. Not financial advice. Report a correction · Methodology