How big is Ampersand Management LLC's plan?

Ampersand Management LLC's plan reported $23.3M in assets and 33 participants for 2024.

Original filing (PDF)20250625074723NAL0018820882001

Ampersand Management LLC

Name: Ampersand Management LLC — Ampersand Management LLC, Form 5500 (2024)
Creator: Ampersand Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ampersand Management LLC 401(k) Plan

401(k) retirement plan · Ampersand Management LLC's Ampersand Management LLC 401(k) Plan held $23.3M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$23.3M

Net assets (EOY)

$23.3M

People on this filing

Natalia Anderson signed Ampersand Management LLC's 2024 Form 5500 as plan administrator.

Natalia Anderson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ampersand Management LLC's EIN is 27-0745274.

EIN 27-0745274

Plan number 001

Plan year 2024

ACK ID 20250625074723NAL0018820882001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ampersand Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ampersand Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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