Form 5500 Search

AMPERSAND MANAGEMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
3
Active participants
6,132
Total plan assets
$4.5B
Filings (rows)
3
Direct comp
$394K
Indirect comp
$0

SERVICES PROVIDED

Other3

Top plans served

All 3 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
AARP
AARP EMPLOYEES' PENSION PLAN
WASHINGTON, DC
Other
NONE
2,180$1.6B$186K
AARP
AARP EMPLOYEES' PENSION PLAN
WASHINGTON, DC
Other
NONE
1,995$1.5B$129K
AARP
AARP EMPLOYEES' PENSION PLAN
WASHINGTON, DC
Other
NONE
1,957$1.3B$79K