Plan Snapshot
- Plan Sponsor: Ampersand Partners, LLC
- Sponsor EIN: 621627736
- Sponsor Address: 40 BURTON HILLS BLVD, NASHVILLE, TN, 37215
- Plan Type: 401(k)
- Total Participants: 470
- Total Assets: $27.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 470 | $27.1M | $368,780 | $2.7M |
| 2023 | 0 | $15.0M | $357,708 | $366,300 |
| 2022 | 37 | $12.1M | $325,796 | $331,689 |