How big is Ampersand Leadership Group, LLC's plan?

Ampersand Leadership Group, LLC's plan reported $2.0M in assets and 5 participants for 2024.

Original filing (PDF)20250722130319NAL0001357363001

Ampersand Leadership Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Ampersand Leadership Group, LLC Cash Balance Plan

Defined-benefit pension plan · Ampersand Leadership Group, LLC's Ampersand Leadership Group, LLC Cash Balance Plan held $2.0M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Ampersand Leadership Group, LLC's EIN is 27-2662071.

EIN 27-2662071

Plan number 002

Plan year 2024

ACK ID 20250722130319NAL0001357363001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ampersand Leadership Group, LLC's plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off