Plan Snapshot
- Plan Sponsor: Tivoly, INC.
- Sponsor EIN: 561628422
- Sponsor Address: 434 BAXTER AVE., DERBY LINE, VT, 058308901
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 106 | $8.0M | $128,406 | $321,901 |
| 2023 | 114 | $7.6M | $144,512 | $355,918 |
| 2022 | 121 | $6.4M | $140,568 | $365,451 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MCSOLEY MCCOY & CO | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $37,803 | — | $25,019 | — | — |
| 2023 | $32,868 | — | $21,833 | — | — |
| 2022 | $30,902 | — | $30,902 | — | — |