Civic Intelligence

TIVERTON ADVISORS, LLC

Plan context: TIVERTON ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 46-1269551 • Raleigh, NC • 6 filings • 2 plans

301 Hillsborough St Ste 1020Raleigh, NC 27603-4275
Current Snapshot

Latest Year

2025

2025 Participants

42

2025 Assets

$3,511,100

2025 Contributions

$905,505

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,511,100$1,755,550$0202020232025YearValue
$3,511,100Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

42210202020232025YearValue
42Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025142$3,511,100$905,505$21,560iApproximate average salary by contribution assumption: employee only about $538,991 at 4% or $359,327 at 6%; with 50% employer match about $359,327 at 4% or $239,552 at 6%; with 100% employer match about $269,496 at 4% or $179,664 at 6%.
TIVERTON ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST-42$3,511,100$905,505$21,560iApproximate average salary by contribution assumption: employee only about $538,991 at 4% or $359,327 at 6%; with 50% employer match about $359,327 at 4% or $239,552 at 6%; with 100% employer match about $269,496 at 4% or $179,664 at 6%.
2024140$2,228,352$815,240$20,381iApproximate average salary by contribution assumption: employee only about $509,525 at 4% or $339,683 at 6%; with 50% employer match about $339,683 at 4% or $226,456 at 6%; with 100% employer match about $254,763 at 4% or $169,842 at 6%.
TIVERTON ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST-40$2,228,352$815,240$20,381iApproximate average salary by contribution assumption: employee only about $509,525 at 4% or $339,683 at 6%; with 50% employer match about $339,683 at 4% or $226,456 at 6%; with 100% employer match about $254,763 at 4% or $169,842 at 6%.
2023124$1,425,856$701,142$29,214iApproximate average salary by contribution assumption: employee only about $730,356 at 4% or $486,904 at 6%; with 50% employer match about $486,904 at 4% or $324,603 at 6%; with 100% employer match about $365,178 at 4% or $243,452 at 6%.
TIVERTON ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST-24$1,425,856$701,142$29,214iApproximate average salary by contribution assumption: employee only about $730,356 at 4% or $486,904 at 6%; with 50% employer match about $486,904 at 4% or $324,603 at 6%; with 100% employer match about $365,178 at 4% or $243,452 at 6%.
2022129$577,126$327,701$11,300iApproximate average salary by contribution assumption: employee only about $282,501 at 4% or $188,334 at 6%; with 50% employer match about $188,334 at 4% or $125,556 at 6%; with 100% employer match about $141,250 at 4% or $94,167 at 6%.
TIVERTON ADVISORS, LLC 401(K) PLAN-29$577,126$327,701$11,300iApproximate average salary by contribution assumption: employee only about $282,501 at 4% or $188,334 at 6%; with 50% employer match about $188,334 at 4% or $125,556 at 6%; with 100% employer match about $141,250 at 4% or $94,167 at 6%.
2021121$438,002$208,037$9,907iApproximate average salary by contribution assumption: employee only about $247,663 at 4% or $165,109 at 6%; with 50% employer match about $165,109 at 4% or $110,072 at 6%; with 100% employer match about $123,832 at 4% or $82,554 at 6%.
TIVERTON ADVISORS, LLC 401(K) PLAN-21$438,002$208,037$9,907iApproximate average salary by contribution assumption: employee only about $247,663 at 4% or $165,109 at 6%; with 50% employer match about $165,109 at 4% or $110,072 at 6%; with 100% employer match about $123,832 at 4% or $82,554 at 6%.
2020115$194,093$184,908$12,327iApproximate average salary by contribution assumption: employee only about $308,180 at 4% or $205,453 at 6%; with 50% employer match about $205,453 at 4% or $136,969 at 6%; with 100% employer match about $154,090 at 4% or $102,727 at 6%.
TIVERTON ADVISORS, LLC 401(K) PLAN-15$194,093$184,908$12,327iApproximate average salary by contribution assumption: employee only about $308,180 at 4% or $205,453 at 6%; with 50% employer match about $205,453 at 4% or $136,969 at 6%; with 100% employer match about $154,090 at 4% or $102,727 at 6%.