The Tremont Group, Incorporated 401(k) Plan: Login, Facts & Contact Information

The Tremont Group, Incorporated 401(k) Plan Facts

Plan name
THE TREMONT GROUP 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE TREMONT GROUP, INCORPORATED
Participants
239 (205 active employees)
Former employees with a balance
57
Plan assets
$38,396,796 at Sep 30, 2025
Average account balance
$156,722 across 245 accounts
Employer contributions
$987,850 in plan year 2024 (42% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Oct 1, 2024 – Sep 30, 2025
Plan established
Oct 24, 1990
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Oct 1, 2024 – Sep 30, 2025), filed Jul 14, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.37 million went into the plan in contributions, $987,850 of it from the employer (42%).
  • $1.75 million was paid out to participants.
  • Investment and other income added $4.46 million.
  • Administrative expenses were $46,011, about $188 per account.

How the The Tremont Group, Incorporated 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019238$22.7 million$674,441$1.33 million
2020235$26.8 million$744,316$2.46 million
2021274$21.8 million$971,978$2.56 million
2022261$26.0 million$1.08 million$1.21 million
2023257$33.4 million$1.03 million$1.92 million
2024239$38.4 million$987,850$1.75 million

The Tremont Group, Incorporated 401(k) Contact Information

Phone
530-662-5442
Mailing address
201 EAST STREET, WOODLAND CA 95776
Plan sponsor
THE TREMONT GROUP, INCORPORATED
Employer identification number (EIN)
68-0230147
Plan number
001

Questions about the The Tremont Group, Incorporated 401(k)

Does The Tremont Group, Incorporated contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $987,850, 42% of all contributions.

Does the The Tremont Group, Incorporated 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the The Tremont Group, Incorporated 401(k) plan?

239 participants at the start of plan year 2024, 205 of them active employees, and 57 former employees who still had money in the plan.

What is the average 401(k) balance at The Tremont Group, Incorporated?

About $156,722 per account: $38.4 million in plan assets across 245 accounts with a balance at the end of plan year 2024.

Who manages the The Tremont Group, Incorporated 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Tremont Group, Incorporated. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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