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  2. TREMONT PARTNERS, LLC
Sponsor portfolio

TREMONT PARTNERS, LLC

EIN 42-1741330-Management of Companies and Enterprises-Latest filing 2025
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
7
639 E OCEAN AVENUE, SUITE 309 - BOYNTON BEACH, FL 33435561-670-2027
Plans on this EIN
2 filings
#002CashBalance-$4.7M - 3 part#001401k-$1.6M - 4 part

Retirement portfolio analytics

2 plans aggregated / $6.3M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • PARTNERS, LLC PENSION (#002)75%
  • PARTNERS, LLC 401(K) (#001)25%
Total $6.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PARTNERS, LLC 401(K) (#001)4
  • PARTNERS, LLC PENSION (#002)3
Total 7Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TREMONT PARTNERS, LLC PENSION PLAN

CashBalance

Assets$4.7M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TREMONT PARTNERS, LLC 401(K) PLAN

401k

Assets$1.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TREMONT PARTNERS, LLC PENSION PLANCashBalance$4.7M32024
001TREMONT PARTNERS, LLC 401(K) PLAN401k$1.6M42025
Retirement plans
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