Original filing (PDF)20250718135828NAL0002857280001

AMBERJACK CAPITAL PARTNERS, L.P.

Name: AMBERJACK CAPITAL PARTNERS, L.P. — AMBERJACK CAPITAL PARTNERS, L.P. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: AMBERJACK CAPITAL PARTNERS, L.P.

Form 5500-SF

FILING_RECEIVED

AMBERJACK CAPITAL PARTNERS, L.P. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMBERJACK CAPITAL PARTNERS, L.P..

Plan sponsor

Name

AMBERJACK CAPITAL PARTNERS, L.P.

EIN

20-8216763

Address

4400 POST OAK PARKWAY · SUITE 2760 · HOUSTON, TX · 77027

Phone

(281) 605-3900

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

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

WARWICK INVESTMENT MANAGEMENT, INC.

WARWICK INVESTMENT MANAGEMENT, INC. 401(K) PLAN

$6.8M · 9 participants

BRIDGEFORCE LLC.

BRIDGEFORCE LLC. 401(K) PLAN

$6.8M · 30 participants

PANTERA CAPITAL MANAGEMENT LP

PANTERA CAPITAL MANAGEMENT LP 401(K) PLAN

$6.8M · 65 participants

BLUEGATE PARTNERS, LLC

BLUEGATE PARTNERS, LLC 401(K) & PROFIT SHARING PLAN

$6.8M · 15 participants

WELLINGTON RETIREMENT SOLUTIONS, INC.

WRS 401K PLAN AND TRUST