How big is Tremont Credit Union's plan?

Tremont Credit Union's plan reported $5.0M in assets and 33 participants for 2024.

Original filing (PDF)20250918130519NAL0000672659001

Tremont Credit Union

Name: Tremont Credit Union — Tremont Credit Union 401(k), Form 5500 (2024)
Creator: Tremont Credit Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tremont Credit Union 401(k) Plan and Trust

401(k) retirement plan · Tremont Credit Union's Tremont Credit Union 401(k) Plan and Trust held $5.0M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

Caroline McCluskey signed Tremont Credit Union's 2024 Form 5500 as plan administrator.

Caroline McCluskey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Tremont Credit Union's EIN is 04-3414490.

EIN 04-3414490

Plan number 002

Plan year 2024

ACK ID 20250918130519NAL0000672659001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tremont Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tremont Credit Union's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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