How big is Ampersand Consulting Group's plan?

Ampersand Consulting Group's plan reported $401K in assets and 10 participants for 2025.

Original filing (PDF)20260409220130NAL0013484832023

Ampersand Consulting Group

Name: Ampersand Consulting Group — Ampersand Consulting, Form 5500 (2025)
Creator: Ampersand Consulting Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ampersand Consulting Group 401(k) Plan

401(k) retirement plan · Ampersand Consulting Group's Ampersand Consulting Group 401(k) Plan held $401K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$401K

Net assets (EOY)

$401K

Plan identifiers

Ampersand Consulting Group's EIN is 45-5171639.

EIN 45-5171639

Plan number 001

Plan year 2025

ACK ID 20260409220130NAL0013484832023

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Ampersand Consulting Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Ampersand Consulting Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 CONSULTING GROUP.

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

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 (94th percentile).

Plan sponsor

Name

AMPERSAND CONSULTING GROUP

EIN

all filings

Address

3340 NE 190TH STREET · 406 · MIAMI, FL · 33180

Phone

(305) 778-1113

Industry

Professional & Technical Services

Plan administrator