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  2. Tivoly, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Tivoly, Inc.

EIN 56-1628422-Manufacturing-Latest filing 2025
Plans
3
Retirement
2
$11.0M assets
Health & Benefits
1
$78K premiums
Participants
283
434 BAXTER AVE - DERBY LINE, VT 058308901802-873-6001
Plans on this EIN
3 filings
#002401(k)-$8.0M - 117 part#001Traditional DB-$3.1M - 66 part#503Fully insured-$78K - 98 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $11.0M assets / 183 participants

Assets by plan

Share of aggregate retirement assets

  • INC. EMPLOYEES' 401(K) (#002)$8.0M
  • EMPLOYEES RETIREMENT PLAN (#001)$3.1M
Total $11.0MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • CPI QUALIFIED PLAN CONSULTANTS, INC$8.0M
  • (Not disclosed)$3.1M
Total $11.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • INC. EMPLOYEES' 401(K) (#002)117
  • EMPLOYEES RETIREMENT PLAN (#001)66
Total 183Select a row to open it

Benefits portfolio analytics

1 plan / $78K premiums / 98 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$55K
  • Life$18K
  • Other$18K
  • Long-term disability$5K
Total $78K4 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

TIVOLY, INC. EMPLOYEES' 401(K) PLAN

401(k)

Assets$8.0M
Participants117
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

TIVOLY, INC. EMPLOYEES RETIREMENT PLAN

Traditional DB

Assets$3.1M
Participants66
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

TIVOLY, INC. LIFE AND SHORT-TERM DISABILITY INSURANCE PLAN

Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$78K
Covered lives98
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002TIVOLY, INC. EMPLOYEES' 401(K) PLAN401(k)$8.0M1172025
#001TIVOLY, INC. EMPLOYEES RETIREMENT PLANTraditional DB$3.1M662025
  • TIVOLY, INC. EMPLOYEES' 401(K) PLAN$8.0M
    #002 · 401(k) · 2025117
  • TIVOLY, INC. EMPLOYEES RETIREMENT PLAN$3.1M
    #001 · Traditional DB · 202566

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503TIVOLY, INC. LIFE AND SHORT-TERM DISABILITY INSURANCE PLANFully insuredUNITED OF OMAHA LIFE INSURANCE COMPANY$78K982025
  • TIVOLY, INC. LIFE AND SHORT-TERM DISABILITY INSURANCE PLAN$78K
    #503 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 202598
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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