What public Form 5500 filings show about the Tiverton Advisors LLC 401(k) plan — and how to find and check your own account.
Tiverton Advisors LLC (EIN 46-1269551) reports TIVERTON ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $3.5M in plan assets across 41 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Tiverton Advisors LLC filing — schedules, fees, and providers.
Tiverton Advisors LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Tiverton Advisors LLCHR for the recordkeeper’s name and login.