How big is Toddy, LLC's plan?

Toddy, LLC's plan reported $1.8M in assets and 37 participants for 2024.

Original filing (PDF)20251009143806NAL0004001347001

Toddy, LLC

Name: Toddy, LLC — Toddy, LLC Cash Balance Plan, Form 5500 (2024)
Creator: Toddy, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Toddy, LLC Cash Balance Plan

Defined-benefit pension plan · Toddy, LLC's Toddy, LLC Cash Balance Plan held $1.8M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Toddy, LLC's EIN is 27-1908061.

EIN 27-1908061

Plan number 002

Plan year 2024

ACK ID 20251009143806NAL0004001347001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Toddy, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Toddy, LLC's plan includes a cash-balance formula, a frozen benefit (no new accruals), life insurance.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TODDY, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

TODDY, LLC

EIN

all filings

Address

3706 ALDRIN DRIVE · LOVELAND, CO · 80538

Phone

(970) 493-0788

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Welfare benefit codes

4B · Life insurance

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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