Plan Ledger DOL Form 5500 · updated monthly

Tivoly, Inc.401(k)

TIVOLY, INC. EMPLOYEES' 401(K) PLAN PLAN · DERBY LINE, VT · plan year 2024

Reported admin expense ratio · 2024
0.49%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Tivoly, Inc. reported $37,803 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. Employer contributions averaged $1,211 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.41% to 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Vermont (160th of 230), and 9,679th of 13,661 in manufacturing. In 2024, employees put in $2.51 for every $1.00 the employer contributed; active participation has shrunk from 121 to 106 since 2022.

Plan summary
Net assets, end of year$8,005,797
Participants with balances102
Active participants106
Employer contributions$128,406
Employee contributions$321,901
Employer contribution per active participant$1,211
Average account balance$78,488
Benefits paid to participants$947,496
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 102 accts · $128K emplr
2023$7.6M · 104 accts · $145K emplr
2022$6.4M · 112 accts · $141K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,803
Total administrative$37,803
The Tivoly, Inc. 401(k) match · 2024
Employer contribution per active participant$1,211
Median for plans this size$1,313
2024$1,211 per active participant
2023$1,268 per active participant
2022$1,162 per active participant

Tivoly, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
CPI QUALIFIED PLAN CONSULTANTS, INC · Recordkeeping · Pension consulting$37,803

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024CPI QUALIFIED PLAN CONSULTANTS, INC
2023CPI QUALIFIED PLAN CONSULTANTS, INC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$37,803 · 0.49%
2023$32,868 · 0.47%
2022$30,902 · 0.41%
Same employer
Similar plansManufacturing · Vermont
Champlain Chocolate Company VT$11.8M · 0.09%
Nsa Industries, LLC VT$11.4M · 0.75%
Rhino Foods, Inc. VT$10.9M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561628422 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.