Original filing (PDF)20250311084313NAL0017363457001

TREMONT PARTNERS, LLC

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

Form 5500-SF

FILING_RECEIVED

TREMONT PARTNERS, LLC PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

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

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-03-11

Pension benefit codes

1C · Cash balance or similar hybrid DB

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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