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

The Ampersand Group, LLC's plan reported $1.1M in assets and 31 participants for 2024.

Original filing (PDF)20250807125923NAL0005026736001

The Ampersand Group, LLC

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

Form 5500-SF

FILING_RECEIVED

The Ampersand Group 401(k) Plan

401(k) retirement plan · The Ampersand Group, LLC's The Ampersand Group 401(k) Plan held $1.1M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Bob Penn signed The Ampersand Group, LLC's 2024 Form 5500 as plan administrator.

Bob Penn — 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

The Ampersand Group, LLC's EIN is 68-0609751.

EIN 68-0609751

Plan number 001

Plan year 2024

ACK ID 20250807125923NAL0005026736001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Ampersand Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off