How big is Tiverton Advisors LLC's plan?

Tiverton Advisors LLC's plan reported $3.5M in assets and 41 participants for 2025.

Original filing (PDF)20260424084511NAL0003078115001

Tiverton Advisors LLC

Name: Tiverton Advisors LLC — Tiverton Advisors LLC 401(k), Form 5500 (2025)
Creator: Tiverton Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tiverton Advisors LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Tiverton Advisors LLC's Tiverton Advisors LLC 401(k) Profit Sharing Plan & Trust held $3.5M in plan assets for 41 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Tiverton Advisors LLC's EIN is 46-1269551.

EIN 46-1269551

Plan number 001

Plan year 2025

ACK ID 20260424084511NAL0003078115001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Tiverton Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Tiverton Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TIVERTON ADVISORS 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score