Ampersand Holdings, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Ampersand Holdings, INC.
  • Sponsor EIN: 832413045
  • Sponsor Address: 415 W TRAVELERS TRAIL, BURNSVILLE, MN, 55337
  • Plan Type: 401(k)
  • Total Participants: 18
  • Total Assets: $300,207

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202518$300,207$0$53,803
202418$300,207$0$53,803
202316$212,912$0$57,567
202216$213,644$0$74,895

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