How big is Tremont Partners, LLC's plan?

Tremont Partners, LLC's plan reported $1.7M in assets and 2 participants for 2023.

Original filing (PDF)20251205093524NAL0005466544001

Tremont Partners, LLC

Name: Tremont Partners, LLC — Tremont Partners, LLC 401(k), Form 5500 (2023)
Creator: Tremont Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tremont Partners, LLC 401(k) Plan

401(k) retirement plan · Tremont Partners, LLC's Tremont Partners, LLC 401(k) Plan held $1.7M in plan assets for 2 participants in 2023.

Signals · 1

Late filing · 3.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

AMY Dittami signed Tremont Partners, LLC's 2023 Form 5500 as plan administrator.

AMY Dittami — 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 Partners, LLC's EIN is 42-1741330.

EIN 42-1741330

Plan number 001

Plan year 2023

ACK ID 20251205093524NAL0005466544001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Tremont Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Tremont Partners, LLC's plan includes 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 PARTNERS, LLC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 3.7 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

TREMONT PARTNERS, LLC

EIN

all filings

Address

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

Phone

(561) 670-2027

Industry

Management of Companies / Holdings

Plan administrator