Plan Ledger DOL Form 5500 · updated monthly

The Tremont Group, Incorporated401(k)

THE TREMONT GROUP 401(K) PROFIT SHARING PLAN · WOODLAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

The Tremont Group, Incorporated reported $46,011 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $4,819 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.19% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 2,214th-largest of 9,483 plans among California employers on file, and the 3,793rd of 13,661 in manufacturing. In 2024, employees put in $1.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$38,396,796
Participants with balances245
Active participants205
Employer contributions$987,850
Employee contributions$1,374,326
Employer contribution per active participant$4,819
Average account balance$156,722
Benefits paid to participants$1,748,456
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$38.4M · 245 accts · $988K emplr
2023$33.4M · 213 accts · $1.0M emplr
2022$26.0M · 234 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,580
Investment management$631
Audit (IQPA)$16,800
Total administrative$46,011
The The Tremont Group, Incorporated 401(k) match · 2024
Employer contribution per active participant$4,819
Median for plans this size$2,416
2024$4,819 per active participant
2023$5,152 per active participant
2022$5,611 per active participant

The Tremont Group, Incorporated's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
KCOE ISOM, LLP · Accounting / audit$16,800

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$46,011 · 0.13%
2023$47,524 · 0.16%
2022$45,922 · 0.19%
Same employer
Similar plansManufacturing · California
Statek Corporation CA$39.3M · 0.32%
Sierra Wireless America CA$38.4M · 0.17%
Netafim Irrigation, Inc. CA$38.1M · 0.43%
Ascendis Pharma, Inc. CA$37.9M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680230147 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.