How big is Amherst Capital Partners' plan?

Amherst Capital Partners' plan reported $2.7M in assets and 4 participants for 2024.

Original filing (PDF)20250616152328NAL0001595824001

Amherst Capital Partners

Name: Amherst Capital Partners — Amherst Capital Partners, Form 5500 (2024)
Creator: Amherst Capital Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Amherst Capital Partners Profit Sharing Plan

401(k) retirement plan · Amherst Capital Partners' Amherst Capital Partners Profit Sharing Plan held $2.7M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Donald Richard Luciani signed Amherst Capital Partners' 2024 Form 5500 as plan administrator.

Donald Richard Luciani — 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

Amherst Capital Partners' EIN is 38-3216014.

EIN 38-3216014

Plan number 001

Plan year 2024

ACK ID 20250616152328NAL0001595824001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Amherst Capital Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Amherst Capital Partners' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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 (99th percentile).

Plan sponsor

Name

AMHERST CAPITAL PARTNERS

EIN

all filings

Address

255 EAST BROWN STREET · SUITE 120 · BIRMINGHAM, MI · 48009

Phone

(248) 633-2061

Industry

Finance & Insurance

Plan administrator