How big is AMP 150 E Wilson Bridge RD, LLC's plan?

AMP 150 E Wilson Bridge RD, LLC's plan reported $2.5M in assets and 11 participants for 2024.

Original filing (PDF)20250930164542NAL0019737682001

AMP 150 E Wilson Bridge RD, LLC

Name: AMP 150 E Wilson Bridge RD, LLC — Comprehensive, Form 5500 (2024)
Creator: AMP 150 E Wilson Bridge RD, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Comprehensive Wealth Partners LLC Retirement Savings Plan

401(k) retirement plan · AMP 150 E Wilson Bridge RD, LLC's Comprehensive Wealth Partners LLC Retirement Savings Plan held $2.5M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

AMP 150 E Wilson Bridge RD, LLC's EIN is 26-1348636.

EIN 26-1348636

Plan number 001

Plan year 2024

ACK ID 20250930164542NAL0019737682001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AMP 150 E Wilson Bridge RD, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AMP 150 E Wilson Bridge RD, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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Plan health score

Top-tier plan health

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

AMP 150 E WILSON BRIDGE RD, LLC

EIN

all filings

Address

90 HIDDEN RAVINES DR. · POWELL, OH · 43065

Phone

(614) 396-3800

Industry

Finance & Insurance

Plan administrator