Department of Labor filing

THE TREMONT GROUP, INCORPORATED

THE TREMONT GROUP 401(K) PROFIT SHARING PLAN · For the plan year ended Sep 30, 2025

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Public filing 2024 · received Jul 14, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

57filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$4,819

Reported employer contributions per active participant.

Higher than about 65% of comparable plans

#People in the filing

205

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$193 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 39% of comparable plans

↗Investment performance

Not available

Plan assets changed 15.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202457out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions65th percentileTypical peer $3,557 · based on 507 comparable plans

Lower reported administrative expense39th percentileTypical peer $151 · based on 492 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Sep 30, 2025, THE TREMONT GROUP, INCORPORATED reported $987,850 in employer contributions across the plan and 205 active participants. That works out to $4,819 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy78%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 14.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 9.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context57/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $987,850
Participant contributions: $1,374,326
Other contributions: $7,955
Employer share of reported contributions: 41.8%
Beginning assets: $33,365,125
Ending assets: $38,396,796
Ending net assets: $38,396,796
Ending liabilities: $0
Total income: $6,826,138
Total expenses: $1,794,467
Administrative expenses: $46,011
Participant loans: $0

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$5,611

2023

$5,152

2024

$4,819

Plan-paid administrative expenses per participant

2022

$176

2023

$185

2024

$193

Active participants

2022

192

2023

200

2024

205

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$4,819	205	38.4M	20260714110711NAL0001935890001
2023	$5,152	200	33.4M	20250714175645NAL0001365537001
2022	$5,611	192	26M	20240415143204NAL0002517248001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 680230147-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Oct 24, 1990
Industry: Industry group 325
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20260714110711NAL0001935890001

Data sourceDOL Form 5500 bulk data ↗

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