Original filing (PDF)20250724101300NAL0012914530001

AMBRIDGE PARTNERS LLC

Name: AMBRIDGE PARTNERS LLC — AMBRIDGE PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: AMBRIDGE PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

AMBRIDGE PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$157K

Net assets (EOY)

$157K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMBRIDGE PARTNERS LLC.

Plan sponsor

Name

AMBRIDGE PARTNERS LLC

EIN

13-4139291

Address

1140 AVENUE OF THE AMERICANS · FL 5 · NEW YORK, NY · 100365803

Phone

(212) 871-5402

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

DAVIDSON COUNTY MUTUAL INSURANCE COMPANY, INC.

DAVIDSON COUNTY MUTUAL INSURANCE COMPANY, INC. PROFIT SHARING TRUST

$156K · 2 participants

EVAN A. WATKINS INC DBA ARMSTRONG INSURANCE AGEN

ARMSTRONG INSURANCE AGENCY 401(K) PLAN

$160K · 4 participants

MOUNTAIN SERVICES, LLC

TAYLOR FINANCIAL 401(K) PLAN

$161K · 12 participants

CRYSTAL INSURANCE GROUP, INC.

CRYSTAL INSURANCE GROUP, INC. 401(K) PROFIT SHARING PLAN

$152K · 7 participants

PREFERRED EMPLOYERS HOLDINGS, INC.

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.