Trimont Real Estate Advisors Inc 401(k) Plan: Login, Facts & Contact Information
Trimont Real Estate Advisors Inc 401(k) Login
156 former Trimont Real Estate Advisors Inc employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Trimont Real Estate Advisors Inc 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $7.07 million went into the plan in contributions, $2.36 million of it from the employer (33%).
- $2.77 million was paid out to participants.
- Investment and other income added $9.40 million.
- Administrative expenses were $79,800, about $172 per account.
How the Trimont Real Estate Advisors Inc 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 353 | $53.7 million | $1.04 million | $4.59 million |
| 2020 | 369 | $57.0 million | $1.15 million | $6.81 million |
| 2021 | 366 | $64.9 million | $1.20 million | $5.22 million |
| 2022 | 414 | $53.8 million | $1.52 million | $5.28 million |
| 2023 | 467 | $61.0 million | $1.91 million | $6.81 million |
| 2024 | 857 | $74.6 million | $2.36 million | $2.77 million |
Trimont Real Estate Advisors Inc 401(k) Contact Information
Questions about the Trimont Real Estate Advisors Inc 401(k)
Does Trimont Real Estate Advisors Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.36 million, 33% of all contributions.
Does the Trimont Real Estate Advisors Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Trimont Real Estate Advisors Inc 401(k) plan?
857 participants at the start of plan year 2024, 700 of them active employees, and 156 former employees who still had money in the plan.
What is the average 401(k) balance at Trimont Real Estate Advisors Inc?
About $160,391 per account: $74.6 million in plan assets across 465 accounts with a balance at the end of plan year 2024.
Who manages the Trimont Real Estate Advisors Inc 401(k) accounts?
ADP Retirement Services (listed on the filing as WHITE HORSE ADVISORS, LLC) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Trimont Real Estate Advisors Inc. How do I access my 401(k)?
Your account stays with ADP Retirement Services 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.