How big is The Tremont Group, Incorporated's plan?

The Tremont Group, Incorporated's plan reported $33.4M in assets and 200 participants for 2023.

Original filing (PDF)20250714175645NAL0001365537001

The Tremont Group, Incorporated

Name: The Tremont Group, Incorporated — The Tremont Group, Form 5500 (2023)
Creator: The Tremont Group, Incorporated
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Tremont Group 401(k) Profit Sharing Plan

401(k) retirement plan · The Tremont Group, Incorporated's The Tremont Group 401(k) Profit Sharing Plan held $33.4M in plan assets for 200 participants in 2023, with Fidelity as recordkeeper.

Signals · 1

High average account balance

Active participants

200

Accounts w/ balance

213

Plan assets (EOY)

$33.4M

Net assets (EOY)

$33.4M

People on this filing

Samantha Hanley signed The Tremont Group, Incorporated's 2023 Form 5500 as plan administrator.

Samantha Hanley — 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

The Tremont Group, Incorporated's EIN is 68-0230147.

EIN 68-0230147

Plan number 001

Plan year 2023

ACK ID 20250714175645NAL0001365537001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

The Tremont Group, Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (92nd percentile).

Plan sponsor

Name

THE TREMONT GROUP, INCORPORATED

EIN

all filings

Address

201 EAST STREET · WOODLAND, CA · 95776

Phone

(530) 662-5442

Industry

Manufacturing

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

2025-07-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$31K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
KCOE ISOM, LLP	94-2222122	—	ACCOUNTANT/AUDITOR	$16K	—

Investments

30 direct securities· $33.4M(100% of reported assets)

Mutual Funds

$29.7M

20 holdings

Common Collective Trusts

$2.5M

5 holdings

Other securities

$1.1M

5 holdings

					% of plan
Fidelity Investments Fidelity Freedom 2035 Fund -	Mutual Funds	—	—	$5.7M	17.2%
Fidelity Investments Fidelity Freedom 2040 Fund -	Mutual Funds	—	—	$4.8M	14.4%
Fidelity Investments Fidelity Freedom 2030 Fund -	Mutual Funds	—	—	$3.3M	10.0%
Fidelity Investments Fidelity Freedom 2050 Fund -	Mutual Funds	—	—	$2.5M	7.4%
Fidelity Investments Fidelity Large Cap Index -	Mutual Funds	—	—	$2.3M	6.9%
Fidelity Investments Fidelity 500 Index Fund -	Common Collective Trusts	—	—	$2.2M	6.7%
Fidelity Investments Fidelity Freedom 2025 Fund -	Mutual Funds	—	—	$2.1M	6.2%
Fidelity Investments Fidelity Freedom 2020 Fund -	Mutual Funds	—	—	$1.3M	4.0%
Fidelity Investments Fidelity Freedom 2015 Fund -	Mutual Funds	—	—	$1.2M	3.7%
MFS Investment Management MFS Growth Fund Class R4 -	Mutual Funds	—	—	$1.2M	3.4%
Fidelity Investments Fidelity Freedom 2055 Fund -	Mutual Funds	—	—	$1.1M	3.3%
Fidelity Investments Fidelity Freedom 2045 Fund -	Mutual Funds	—	—	$1.1M	3.3%
Fidelity Investments Fidelity Freedom 2010 Fund -	Mutual Funds	—	—	$868K	2.6%
Fidelity Investments Fidelity Government Money Market Fund -	Mutual Funds	—	—	$857K	2.6%
American Mutual American Mutual R5 -	Other securities	—	—	$770K	2.3%
Fidelity Investments Fidelity Freedom 2060 Fund -	Mutual Funds	—	—	$606K	1.8%
Fidelity Investments Fidelity Freedom 2065 Fund -	Mutual Funds	—	—	$429K	1.3%
Hartford Funds The Hartford International Opportunities Fund Class R5 -	Other securities	—	—	$162K	0.5%
MFS Investment Management MFS Mid Cap Growth Fund Class R4 -	Mutual Funds	—	—	$130K	0.4%
John Hancock Investments John Hancock Bond Fund Class R6 -	Other securities	—	—	$127K	0.4%
Fidelity Investments Fidelity U.S. Bond Index Fund -	Common Collective Trusts	—	—	$117K	0.3%
Fidelity Investments Fidelity Inflation-Protected Bond Index Fund -	Common Collective Trusts	—	—	$108K	0.3%
Fidelity Investments Fidelity Small Cap Growth Fund K6 -	Mutual Funds	—	—	$93K	0.3%
Allspring Special Allspring Special Mid Cap -	Other securities	—	—	$67K	0.2%
Fidelity Investments Fidelity Extended Market Index Fund -	Common Collective Trusts	—	—	$63K	0.2%
Fidelity Investments Fidelity Small Cap Index -	Mutual Funds	—	—	$54K	0.2%
Fidelity Investments Fidelity Global Ex U.S. Index Fund -	Common Collective Trusts	—	—	$30K	<0.1%
Fidelity Investments Fidelity Real Estate Investment Portfolio -	Mutual Funds	—	—	$21K	<0.1%
Allspring Special Allspring Special Small Cap -	Other securities	—	—	$17K	<0.1%
Fidelity Investments Fidelity Emerging Market Fund Class K -	Mutual Funds	—	—	$15K	<0.1%