Original filing (PDF)20251205093524NAL0005466544001

TREMONT PARTNERS, LLC

Name: TREMONT PARTNERS, LLC — TREMONT PARTNERS, LLC 401(K) PLAN, Form 5500 (2023)
Creator: TREMONT PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

TREMONT PARTNERS, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 3.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TREMONT PARTNERS, LLC.

Plan sponsor

Name

TREMONT PARTNERS, LLC

EIN

42-1741330

Address

639 E OCEAN AVE · SUITE 309 · BOYNTON BEACH, FL · 33435

Phone

(561) 670-2027

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-12-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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